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CubeSmart
CUBE

289 hedge funds and large institutions have $5.38B invested in CubeSmart in 2018 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 104 increasing their positions, 107 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

26% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 38

3% more funds holding

Funds holding: 280 → 289 (+9)

2% more call options, than puts

Call options by funds: $2.79M | Put options by funds: $2.72M

2% less capital invested

Capital invested by funds: $5.47B → $5.38B (-$88.7M)

3% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 107

1.86% less ownership

Funds ownership: 103.01% → 101.15% (-1.9%)

Holders
289
Holders Change
+9
Holders Change %
+3.21%
% of All Funds
6.44%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
48
Increased
104
Reduced
107
Closed
38
Calls
$2.79M
Puts
$2.72M
Net Calls
+$66K
Net Calls Change
-$5.59M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$70.5M
2
JP Morgan Chase
JP Morgan Chase
New York
+$35.4M
3
SCRM
Security Capital Research & Management
Illinois
+$28.4M
4
BC
Brookfield Corp
Ontario, Canada
+$24M
5
Renaissance Technologies
Renaissance Technologies
New York
+$21.1M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$111M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
-$92M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$29.9M
4
LIMS
Lasalle Investment Management Securities
Maryland
-$27.8M
5
American Century Companies
American Century Companies
Missouri
-$22.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
PI
26
PGGM Investments
Netherlands
$49.9M – – –
N
27
Nuveen
North Carolina
$46.2M -$7.3M -248,416 -13%
Northern Trust
28
Northern Trust
Illinois
$46.2M -$6.24M -212,615 -12%
Allianz Asset Management
29
Allianz Asset Management
Germany
$45.5M -$7.46M -253,912 -14%
ACI
30
AMP Capital Investors
Australia
$42.5M -$1.61M -54,708 -4%
ACM
31
Adelante Capital Management
California
$42.1M +$11.2M +380,452 +35%
HSBC Holdings
32
HSBC Holdings
United Kingdom
$36.3M -$4.09M -139,375 -10%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$36M -$869K -29,602 -2%
UIC
34
Uniplan Investment Counsel
Wisconsin
$32.5M -$2.01M -68,421 -6%
Renaissance Technologies
35
Renaissance Technologies
New York
$31.2M +$21.1M +718,230 +195%
HRES
36
Heitman Real Estate Securities
Illinois
$30.2M -$1.01M -34,236 -3%
Ameriprise
37
Ameriprise
Minnesota
$28.9M +$4.49M +152,824 +18%
Bank of America
38
Bank of America
North Carolina
$28M -$805K -27,416 -3%
SCRM
39
Security Capital Research & Management
Illinois
$27.8M +$28.4M +967,325 New
UBS AM
40
UBS AM
Illinois
$27.1M +$3.32M +113,037 +14%
Janus Henderson Group
41
Janus Henderson Group
United Kingdom
$25.8M +$4.67M +159,058 +21%
CC
42
Carlson Capital
Texas
$25.2M +$3.57M +121,615 +16%
PS
43
Presima Securities
Quebec, Canada
$23.4M -$300K -10,200 -1%
Daiwa Securities Group
44
Daiwa Securities Group
Japan
$22.5M -$92M -3,131,782 -80%
ESCM
45
Echo Street Capital Management
New York
$21.2M +$3.2M +108,887 +17%
VLKIM
46
Van Lanschot Kempen Investment Management
Netherlands
$20.6M -$3.51M -119,406 -14%
BTW
47
Boston Trust Walden
Massachusetts
$20.3M -$258K -8,782 -1%
Citadel Advisors
48
Citadel Advisors
Florida
$19.9M +$19M +645,379 +1,348%
NIPH
49
NN Investment Partners Holdings
Netherlands
$19.6M -$1.06M -36,230 -5%
SEI Investments
50
SEI Investments
Pennsylvania
$19.5M +$1.04M +35,429 +5%
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CUBE Hedge Fund Activity: Q4 2018 in Review

289 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in CubeSmart (CUBE) for Q4 2018, worth a combined $5.38B — down 1.6% from $5.47B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new CUBE positions and 38 closed out — a net gain of 10 holders — while 104 added to existing stakes and 107 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $70.5M. The largest seller was Cohen & Steers, cutting an estimated $111M.

  • 289 institutional investors held CubeSmart (CUBE) as of Q4 2018, up from 280 in Q3 2018.
  • Funds reported $5.38B of CubeSmart stock for Q4 2018, down 1.6% quarter-over-quarter.
  • 48 funds opened new CubeSmart positions in Q4 2018 and 38 closed out, a net change of +10 holders.
  • The largest CubeSmart buyer in Q4 2018 was T. Rowe Price Associates, an estimated $70.5M added.
  • The largest CubeSmart seller in Q4 2018 was Cohen & Steers, an estimated $111M sold.

Based on aggregated 13F filings for Q4 2018.