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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
ACM
476
AlphaStar Capital Management
North Carolina
-$313K -5,822 Closed
DM
477
Deerfield Management
New York
-$299K -5,550 Closed
HBS
478
Howard Bailey Securities
Indiana
-$290K -5,392 Closed
Janney Montgomery Scott
479
Janney Montgomery Scott
Pennsylvania
-$267K -4,952 Closed
BAM
480
BTS Asset Management
Massachusetts
-$266K -4,949 Closed
CAG
481
Curtis Advisory Group
California
-$264K -4,903 Closed
JF
482
Jump Financial
Illinois
-$256K -4,758 Closed
FI
483
FWG Investments
Kentucky
-$244K -4,534 Closed
CRWM
484
Castle Rock Wealth Management
California
-$224K -4,417 Closed
CSPIA
485
Cary Street Partners Investment Advisory
Virginia
-$227K -4,209 Closed
SI
486
Stephens Inc
Arkansas
-$226K -4,200 Closed
HFM
487
Harvest Fund Management
China
-$225K -4,173 Closed
AFG
488
Atomi Financial Group
New York
-$219K -4,066 Closed
CL
489
Choreo LLC
Illinois
-$215K -4,024 Closed
HCMG
490
Howard Capital Management Group
California
-$212K -3,946 Closed
SW
491
Simplicity Wealth
New Jersey
-$208K -3,856 Closed
FTDI
492
First Trust Direct Indexing
Massachusetts
-$204K -3,795 Closed
Loomis, Sayles & Company
493
Loomis, Sayles & Company
Massachusetts
-$63K -1,163 Closed
CFM
494
Catalyst Funds Management
Australia
-$43.1K -800 Closed
BTI
495
Blue Trust Inc
Georgia
-$17.4K -386 Closed
AA
496
Ancora Advisors
Ohio
-$10.8K -200 Closed
JIP
497
Jaffetilchin Investment Partners
Florida
-$8.99K -167 Closed
GSEP
498
Golden State Equity Partners
California
-$8.67K -161 Closed
NS
499
NBC Securities
Alabama
-$6K -119 Closed
CPA
500
Capital Performance Advisors
California
-$2.96K -55 Closed