We are live on ! Find out more
CUBE icon

CubeSmart

427 hedge funds and large institutions have $9.82B invested in CubeSmart in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 164 increasing their positions, 140 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 140

4% less capital invested

Capital invested by funds: $10.2B → $9.82B (-$405M)

9% less call options, than puts

Call options by funds: $9.86M | Put options by funds: $10.8M

1.53% less ownership

Funds ownership: 98.06%96.53% (-1.5%)

2% less funds holding

Funds holding: 437427 (-10)

14% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 58

100% less funds holding in top 10

Funds holding in top 10: 40 (-4)

Holders
427
Holders Change
-10
Holders Change %
-2.29%
% of All Funds
6.15%
Holding in Top 10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
New
50
Increased
164
Reduced
140
Closed
58
Calls
$9.86M
Puts
$10.8M
Net Calls
-$969K
Net Calls Change
-$2.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CVA
476
Ceredex Value Advisors
Florida
-$37.5K -800 Closed
EC
477
EntryPoint Capital
New York
-$33.5K -723 Closed
NFSG
478
Newbridge Financial Services Group
Florida
-$21.4K -462 Closed
BTI
479
Blue Trust Inc
Georgia
-$16K -419 Closed
N
480
Natixis
France
-$7.32K -158 Closed
BFEC
481
Benjamin F. Edwards & Company
Missouri
-$5K -113 Closed
AWM
482
Abound Wealth Management
Tennessee
-$1.58K -34 Closed
MA
483
MCF Advisors
Kentucky
-$985 -21 Closed
Cohen & Steers
484
Cohen & Steers
New York
-$1K -14 Closed
GWS
485
Glassman Wealth Services
Virginia
-$464 -10 Closed