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CubeSmart
CUBE

Overview Fund Activity

397 hedge funds and large institutions have $10.7B invested in CubeSmart in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 157 increasing their positions, 121 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
+38
Holders Change %
+10.58%
% of All Funds
6.35%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
72
Increased
157
Reduced
121
Closed
29
Calls
$45.1M
Puts
$12.5M
Net Calls
+$32.6M
Net Calls Change
+$32.2M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$145M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$112M
3
Ameriprise
Ameriprise
Minnesota
$89.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$53M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$60.5M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$692K
2
Principal Financial Group
Principal Financial Group
Iowa
$529M
3
Capital Research Global Investors
Capital Research Global Investors
California
$255M
4
Millennium Management
Millennium Management
New York
$48.5M
5
AllianceBernstein
AllianceBernstein
Tennessee
$183M
Name Holding Trade Value Shares
Change 		Shares
Change %
Treasurer of the State of North Carolina
126
Treasurer of the State of North Carolina
North Carolina
$4.52M +$32.4K +700 +0.7%
Aviva
127
Aviva
United Kingdom
$4.34M -$9.76M -211,147 -69%
TD Asset Management
128
TD Asset Management
Ontario, Canada
$4.33M +$418K +9,040 +11%
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$4.29M -$16.7K -362 -0.4%
GC
130
Guggenheim Capital
Illinois
$4.28M +$1.75M +37,821 +69%
Nisa Investment Advisors
131
Nisa Investment Advisors
Missouri
$4.12M +$111K +2,405 +3%
PPW
132
Parcion Private Wealth
Washington
$3.93M +$647K +14,002 +20%
Tudor Investment Corp
133
Tudor Investment Corp
Connecticut
$3.87M -$6.78M -146,640 -64%
SDIC
134
South Dakota Investment Council
South Dakota
$3.85M +$446K +9,650 +13%
Deutsche Bank
135
Deutsche Bank
Germany
$3.69M -$47.6K -1,030 -1%
NA
136
Navellier & Associates
Nevada
$3.68M -$3.37M -72,908 -48%
LPL Financial
137
LPL Financial
California
$3.68M +$2.12M +45,911 +137%
Voloridge Investment Management
138
Voloridge Investment Management
Florida
$3.62M +$3.62M +78,412 New
JAM
139
JLP Asset Management
New York
$3.4M -$2.98M -64,400 -47%
CWM
140
CIBC World Markets
New York
$3.37M +$25.4K +550 +0.8%
VI
141
Vestcor Inc
New Brunswick, Canada
$3.26M +$2.79M +60,382 +598%
GCP
142
GSA Capital Partners
United Kingdom
$3.22M +$3.22M +69,705 New
VanEck Associates
143
VanEck Associates
New York
$3.18M +$363K +7,854 +13%
Daiwa Securities Group
144
Daiwa Securities Group
Japan
$3.17M +$353K +7,637 +13%
BF
145
BOK Financial
Oklahoma
$3.08M +$1.59M +34,394 +106%
OPERF
146
Oregon Public Employees Retirement Fund
Oregon
$3.04M -$60K -1,299 -2%
Osaic Holdings
147
Osaic Holdings
Arizona
$3.03M +$47.7K +1,032 +2%
ASRS
148
Arizona State Retirement System
Arizona
$3.01M +$80.2K +1,736 +3%
PAMS
149
Pictet Asset Management (Switzerland)
Switzerland
$3M -$1.48M -31,979 -33%
LCM
150
LRT Capital Management
Texas
$2.98M +$2.98M +64,571 New
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