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CubeSmart
CUBE

Overview Fund Activity

437 hedge funds and large institutions have $10.2B invested in CubeSmart in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 152 increasing their positions, 174 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+24
Holders Change %
+5.81%
% of All Funds
6.41%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
65
Increased
152
Reduced
174
Closed
38
Calls
$6.15M
Puts
$4.72M
Net Calls
+$1.43M
Net Calls Change
+$17M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$445M
2
Morgan Stanley
2
Morgan Stanley
New York
$249M
3
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$88.5M
4
RC
4
Resolution Capital
Australia
$184M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$52.3M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$38.3M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$13M
3
LPC
3
Long Pond Capital
New York
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$652M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janus Henderson Group
126
Janus Henderson Group
United Kingdom
$5.04M -$189K -4,075 -4%
HS
127
Hazelview Securities
Ontario, Canada
$5.01M -$2.94M -67,300 -37%
DekaBank Deutsche Girozentrale
128
DekaBank Deutsche Girozentrale
Germany
$4.95M -$832K -17,772 -14%
First Trust Advisors
129
First Trust Advisors
Illinois
$4.93M -$1.57M -33,781 -24%
Holocene Advisors
130
Holocene Advisors
New York
$4.91M +$1.12M +24,160 +30%
Millennium Management
131
Millennium Management
New York
$4.79M +$256K +5,531 +6%
Treasurer of the State of North Carolina
132
Treasurer of the State of North Carolina
North Carolina
$4.75M +$45.8K +988 +1%
PPW
133
Parcion Private Wealth
Washington
$4.61M +$2.36M +50,828 +105%
ACM
134
AEW Capital Management
Massachusetts
$4.57M -$3.55M -76,670 -44%
Stifel Financial
135
Stifel Financial
Missouri
$4.55M +$625K +13,495 +16%
SWS
136
SYSTM Wealth Solutions
Illinois
$4.51M +$4.51M +96,749 New
JAM
137
JLP Asset Management
New York
$4.46M -$477K -10,300 -10%
VLKIM
138
Van Lanschot Kempen Investment Management
Netherlands
$4.39M +$1.01M +21,700 +30%
CFB
139
Cullen/Frost Bankers
Texas
$4.33M +$427K +9,204 +11%
Nisa Investment Advisors
140
Nisa Investment Advisors
Missouri
$4.19M -$138K -2,970 -3%
Citigroup
141
Citigroup
New York
$4.19M -$634K -13,669 -13%
COPPSERS
142
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.18M +$2.07M +44,745 +98%
TAM
143
Trillium Asset Management
Massachusetts
$4.18M +$4.18M +90,195 New
Squarepoint
144
Squarepoint
New York
$4.17M -$4.04M -87,173 -49%
LPL Financial
145
LPL Financial
California
$4.07M +$230K +4,966 +6%
Teacher Retirement System of Texas
146
Teacher Retirement System of Texas
Texas
$4.05M -$3.07M -66,214 -43%
VanEck Associates
147
VanEck Associates
New York
$3.92M +$495K +10,671 +14%
SDIC
148
South Dakota Investment Council
South Dakota
$3.86M – – –
Natixis Advisors
149
Natixis Advisors
Massachusetts
$3.71M +$961K +20,729 +35%
AFG
150
Albion Financial Group
Utah
$3.69M +$11.8K +254 +0.3%
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