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CubeSmart

459 hedge funds and large institutions have $9.42B invested in CubeSmart in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 170 increasing their positions, 158 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

50% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 44

28% more call options, than puts

Call options by funds: $3.14M | Put options by funds: $2.45M

2% more funds holding

Funds holding: 448459 (+11)

8% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 158

0.16% more ownership

Funds ownership: 97.09%97.25% (+0.16%)

20% less capital invested

Capital invested by funds: $11.8B → $9.42B (-$2.34B)

Holders
459
Holders Change
+11
Holders Change %
+2.46%
% of All Funds
6.05%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
66
Increased
170
Reduced
158
Closed
44
Calls
$3.14M
Puts
$2.45M
Net Calls
+$693K
Net Calls Change
-$3.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
26
Capital Research Global Investors
California
$79.3M -$17.4M -361,932 -16%
SCM
27
Sterling Capital Management
North Carolina
$72.5M -$23.8M -496,254 -23%
UBS Group
28
UBS Group
Switzerland
$66.9M +$62.6M +1,305,203 +512%
AllianceBernstein
29
AllianceBernstein
Tennessee
$66.7M -$10.6M -220,155 -12%
UBS AM
30
UBS AM
Illinois
$64.2M -$8.56M -178,509 -11%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$62.2M -$41.6M -867,572 -37%
Balyasny Asset Management
32
Balyasny Asset Management
Illinois
$57.7M +$10.2M +212,987 +19%
Legal & General Group
33
Legal & General Group
United Kingdom
$56.5M -$7.14M -148,951 -10%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$55.7M -$17.2M -358,408 -22%
N
35
Nuveen
North Carolina
$53.1M +$6.09M +127,086 +11%
First Trust Advisors
36
First Trust Advisors
Illinois
$48.5M +$48.6M +1,012,816 +851%
Hudson Bay Capital Management
37
Hudson Bay Capital Management
Connecticut
$45.8M +$51.2M +1,068,965 New
Bank of America
38
Bank of America
North Carolina
$42.9M -$5.22M -108,896 -10%
TCM
39
TimesSquare Capital Management
New York
$42.4M -$2.67M -55,710 -5%
Millennium Management
40
Millennium Management
New York
$42.2M +$19.6M +409,701 +71%
PI
41
PGGM Investments
Netherlands
$40.4M
BTW
42
Boston Trust Walden
Massachusetts
$38.8M +$1.4M +29,280 +3%
Wellington Management Group
43
Wellington Management Group
Massachusetts
$34.7M -$5.75M -119,874 -13%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$31.1M +$308K +6,433 +0.9%
Truist Financial
45
Truist Financial
North Carolina
$30.3M -$9.16M -191,145 -21%
Schroder Investment Management Group
46
Schroder Investment Management Group
United Kingdom
$29.9M -$1.41M -29,410 -4%
Prudential Financial
47
Prudential Financial
New Jersey
$29.6M +$26.2M +546,387 +381%
HRES
48
Heitman Real Estate Securities
Illinois
$28.5M +$12.4M +258,483 +64%
Public Employees Retirement Association of Colorado
49
Public Employees Retirement Association of Colorado
Colorado
$27.5M
KeyBank National Association
50
KeyBank National Association
Ohio
$26.9M +$699K +14,580 +2%