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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 %
DM
476
Deerfield Management
New York
– -$299K -5,550 Closed
HBS
477
Howard Bailey Securities
Indiana
– -$290K -5,392 Closed
Janney Montgomery Scott
478
Janney Montgomery Scott
Pennsylvania
– -$267K -4,952 Closed
BAM
479
BTS Asset Management
Massachusetts
– -$266K -4,949 Closed
CAG
480
Curtis Advisory Group
California
– -$264K -4,903 Closed
JF
481
Jump Financial
Illinois
– -$256K -4,758 Closed
FI
482
FWG Investments
Kentucky
– -$244K -4,534 Closed
CRWM
483
Castle Rock Wealth Management
California
– -$224K -4,417 Closed
CSPIA
484
Cary Street Partners Investment Advisory
Virginia
– -$227K -4,209 Closed
SI
485
Stephens Inc
Arkansas
– -$226K -4,200 Closed
HFM
486
Harvest Fund Management
China
– -$225K -4,173 Closed
AFG
487
Atomi Financial Group
New York
– -$219K -4,066 Closed
CL
488
Choreo LLC
Illinois
– -$215K -4,024 Closed
HCMG
489
Howard Capital Management Group
California
– -$212K -3,946 Closed
SW
490
Simplicity Wealth
New Jersey
– -$208K -3,856 Closed
FTDI
491
First Trust Direct Indexing
Massachusetts
– -$204K -3,795 Closed
Loomis, Sayles & Company
492
Loomis, Sayles & Company
Massachusetts
– -$63K -1,163 Closed
CFM
493
Catalyst Funds Management
Australia
– -$43.1K -800 Closed
BTI
494
Blue Trust Inc
Georgia
– -$17.4K -386 Closed
AA
495
Ancora Advisors
Ohio
– -$10.8K -200 Closed
JIP
496
Jaffetilchin Investment Partners
Florida
– -$8.99K -167 Closed
GSEP
497
Golden State Equity Partners
California
– -$8.67K -161 Closed
NS
498
NBC Securities
Alabama
– -$6K -119 Closed
CPA
499
Capital Performance Advisors
California
– -$2.96K -55 Closed
CPG
500
Cornerstone Planning Group
New Jersey
– -$286 -6 Closed
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