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CubeSmart
CUBE

360 hedge funds and large institutions have $9.29B invested in CubeSmart in 2022 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 154 increasing their positions, 95 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 47

62% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 95

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

13% more call options, than puts

Call options by funds: $3.86M | Put options by funds: $3.43M

7% more funds holding

Funds holding: 335 → 360 (+25)

6.65% more ownership

Funds ownership: 97.42% → 104.07% (+6.6%)

6% more capital invested

Capital invested by funds: $8.75B → $9.29B (+$533M)

Holders
360
Holders Change
+25
Holders Change %
+7.46%
% of All Funds
5.79%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
78
Increased
154
Reduced
95
Closed
47
Calls
$3.86M
Puts
$3.43M
Net Calls
+$431K
Net Calls Change
+$1.01M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$416M
2
State Street
State Street
Massachusetts
+$110M
3
Morgan Stanley
Morgan Stanley
New York
+$80.4M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$54.3M
5
Millennium Management
Millennium Management
New York
+$47.1M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$85.9M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$62.4M
3
RC
Resolution Capital
Australia
-$52.1M
4
WCP
Waterfront Capital Partners
New York
-$46.1M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$41M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
151
Ameritas Investment Partners
Nebraska
$2.52M +$2.34M +58,120 New
Daiwa Securities Group
152
Daiwa Securities Group
Japan
$2.45M -$68.6K -1,704 -3%
VanEck Associates
153
VanEck Associates
New York
$2.45M +$185K +4,602 +8%
LSERS
154
Louisiana State Employees Retirement System
Louisiana
$2.42M +$2.42M +60,100 New
Squarepoint
155
Squarepoint
New York
$2.39M +$2.39M +59,339 New
Ensign Peak Advisors
156
Ensign Peak Advisors
Utah
$2.39M +$362K +9,005 +18%
FM
157
Foster & Motley
Ohio
$2.37M -$209K -5,188 -8%
PDN
158
Pensionfund DSM Netherlands
Netherlands
$2.37M -$2.48M -61,500 -51%
SOMRS
159
State of Michigan Retirement System
Michigan
$2.3M +$2.3M +57,200 New
JMPWA
160
JP Morgan Private Wealth Advisors
California
$2.27M +$464K +11,537 +26%
Truist Financial
161
Truist Financial
North Carolina
$2.24M -$64.6K -1,604 -3%
GC
162
Guggenheim Capital
Illinois
$2.21M +$500K +12,416 +29%
TNA
163
True North Advisors
Texas
$2.14M +$1.33K +33 +0.1%
WCM Investment Management
164
WCM Investment Management
California
$2.07M -$1.69K -42 -0.1%
BMSSC
165
B. Metzler seel. Sohn & Co
Germany
$2.02M – – –
DekaBank Deutsche Girozentrale
166
DekaBank Deutsche Girozentrale
Germany
$1.96M -$108K -2,676 -5%
AAM
167
Advisors Asset Management
Colorado
$1.96M -$117K -2,911 -6%
AFG
168
Albion Financial Group
Utah
$1.74M +$85.8K +2,131 +5%
PG
169
Pendal Group
Australia
$1.72M +$153K +3,790 +10%
ProShare Advisors
170
ProShare Advisors
Maryland
$1.71M +$611K +15,186 +56%
QCM
171
Quantinno Capital Management
New York
$1.66M +$1.66M +41,180 New
American Century Companies
172
American Century Companies
Missouri
$1.66M +$749K +18,611 +83%
Aberdeen Group
173
Aberdeen Group
United Kingdom
$1.61M -$425K -10,566 -21%
TF
174
Threadgill Financial
Texas
$1.55M -$34.1K -847 -2%
SG Americas Securities
175
SG Americas Securities
New York
$1.48M +$331K +8,215 +29%
5 6
7
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CUBE Hedge Fund Activity: Q4 2022 in Review

360 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in CubeSmart (CUBE) for Q4 2022, worth a combined $9.29B — up 6.1% from $8.75B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new CUBE positions and 47 closed out — a net gain of 31 holders — while 154 added to existing stakes and 95 trimmed.

The largest buyer was BlackRock, adding an estimated $416M. The largest seller was Goldman Sachs, cutting an estimated $85.9M.

  • 360 institutional investors held CubeSmart (CUBE) as of Q4 2022, up from 335 in Q3 2022.
  • Funds reported $9.29B of CubeSmart stock for Q4 2022, up 6.1% quarter-over-quarter.
  • 78 funds opened new CubeSmart positions in Q4 2022 and 47 closed out, a net change of +31 holders.
  • The largest CubeSmart buyer in Q4 2022 was BlackRock, an estimated $416M added.
  • The largest CubeSmart seller in Q4 2022 was Goldman Sachs, an estimated $85.9M sold.

Based on aggregated 13F filings for Q4 2022.