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CubeSmart
CUBE

Overview Fund Activity

458 hedge funds and large institutions have $9.41B invested in CubeSmart in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 168 increasing their positions, 158 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
458
Holders Change
+12
Holders Change %
+2.69%
% of All Funds
6.1%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
67
Increased
168
Reduced
158
Closed
44
Calls
$3.14M
Puts
$2.45M
Net Calls
+$693K
Net Calls Change
-$3.15M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$126M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$110M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$288M
4
UBS Group
4
UBS Group
Switzerland
$66.9M
5
Northern Trust
5
Northern Trust
Illinois
$161M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$576M
2
Deutsche Bank
2
Deutsche Bank
Germany
$117M
3
RC
3
Resolution Capital
Australia
$129M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$4.38M
5
Invesco
5
Invesco
Georgia
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
T
451
Transce3nd
Texas
$226 +$226 +5 New
WCM
452
WealthTrak Capital Management
Virginia
$215 +$215 +5 New
NMG
453
New Millennium Group
Utah
$214 +$214 +5 New
PWA
454
Principia Wealth Advisory
Texas
$214 +$214 +5 New
AF
455
Advisornet Financial
Minnesota
$129 -$1.63K -38 -93%
MCM
456
MV Capital Management
Maryland
$43 – – –
AWM
457
Activest Wealth Management
Florida
$43 +$43 +1 New
BBHC
458
Brown Brothers Harriman & Co
New York
$43 +$43 +1 New
AAMU
459
APG Asset Management US
New York
– -$11.3M -213,755 Closed
Marshall Wace
460
Marshall Wace
United Kingdom
– -$6.26M -116,337 Closed
IAIM
461
International Assets Investment Management
Florida
– -$1.35K -72,536 Closed
HF
462
HRT Financial
New York
– -$3.43M -63,710 Closed
LMGAM
463
Liberty Mutual Group Asset Management
Massachusetts
– -$3.21M -59,656 Closed
UOC
464
UBS O'Connor
Illinois
– -$1.97M -36,504 Closed
OTPPB
465
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$1.86M -34,556 Closed
AAM
466
Azzad Asset Management
Virginia
– -$993K -18,447 Closed
MM
467
MQS Management
New York
– -$916K -17,016 Closed
DF
468
Donoghue Forlines
Massachusetts
– -$690K -12,817 Closed
CIM
469
Chiron Investment Management
New York
– -$618K -11,472 Closed
Baird Financial Group
470
Baird Financial Group
Wisconsin
– -$479K -8,898 Closed
HGERS
471
Householder Group Estate & Retirement Specialist
Arizona
– -$419K -7,797 Closed
IA
472
Inspire Advisors
Idaho
– -$375K -6,975 Closed
VU
473
Vanderbilt University
Tennessee
– -$359K -6,670 Closed
TCG
474
Transcendent Capital Group
Oklahoma
– -$337K -6,258 Closed
ACM
475
AlphaStar Capital Management
North Carolina
– -$313K -5,822 Closed
17 18
19
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