CubeSmart
CUBE
362 hedge funds and large institutions have $11.1B invested in CubeSmart in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 131 increasing their positions, 143 reducing their positions, and 70 closing their positions.
325% more call options, than puts
Call options by funds: $8.47M | Put options by funds: $1.99M
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
8% less repeat investments, than reductions
Existing positions increased: 131 | Existing positions reduced: 143
2.81% less ownership
Funds ownership: 98.13% → 95.31% (-2.8%)
7% less funds holding
Funds holding: 389 → 362 (-27)
9% less capital invested
Capital invested by funds: $12.2B → $11.1B (-$1.07B)
33% less first-time investments, than exits
New positions opened: 47 | Existing positions closed: 70
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$143M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$133M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
+$92.8M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$76.7M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$73.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$130M |
| 2 |
BlackRock
New York
|
-$81.7M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$74.6M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$65.8M |
| 5 |
RC
Resolution Capital
Sydney, NSW,
Australia
|
-$61.7M |
CUBE Hedge Fund Activity: Q1 2022 in Review
362 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in CubeSmart (CUBE) for Q1 2022, worth a combined $11.1B — down 8.7% from $12.2B a quarter earlier.
Sellers outnumbered buyers: 70 funds closed out of CUBE and 47 opened new positions — a net loss of 23 holders — while 143 trimmed existing stakes and 131 added.
The largest buyer was Cohen & Steers, adding an estimated $143M. The largest seller was Millennium Management, cutting an estimated $130M.
- 362 institutional investors held CubeSmart (CUBE) as of Q1 2022, down from 389 in Q4 2021.
- Funds reported $11.1B of CubeSmart stock for Q1 2022, down 8.7% quarter-over-quarter.
- 47 funds opened new CubeSmart positions in Q1 2022 and 70 closed out, a net change of -23 holders.
- The largest CubeSmart buyer in Q1 2022 was Cohen & Steers, an estimated $143M added.
- The largest CubeSmart seller in Q1 2022 was Millennium Management, an estimated $130M sold.
Based on aggregated 13F filings for Q1 2022.