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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 %
Holocene Advisors
176
Holocene Advisors
New York
$2.04M +$862K +18,657 +73%
QCM
177
Quantinno Capital Management
New York
$2.01M +$109K +2,350 +6%
GF
178
Gries Financial
Ohio
$2M +$2M +43,310 New
State of Tennessee, Department of Treasury
179
State of Tennessee, Department of Treasury
Tennessee
$1.97M +$1.97M +42,632 New
Aberdeen Group
180
Aberdeen Group
United Kingdom
$1.95M +$97.4K +2,107 +5%
Twin Tree Management
181
Twin Tree Management
Texas
$1.93M +$1.93M +41,852 New
NMERB
182
New Mexico Educational Retirement Board
New Mexico
$1.88M +$231K +5,000 +14%
URS
183
Utah Retirement Systems
Utah
$1.84M -$7.23M -156,460 -80%
CIBC World Market
184
CIBC World Market
Ontario, Canada
$1.81M +$1.81M +39,103 New
Victory Capital Management
185
Victory Capital Management
Texas
$1.74M +$478K +10,332 +38%
PL
186
Perpetual Ltd
Australia
$1.7M +$1.7M +36,790 New
Federated Hermes
187
Federated Hermes
Pennsylvania
$1.69M +$131K +2,827 +8%
LSPW
188
Lake Street Private Wealth
Illinois
$1.66M -$32.4K -700 -2%
SG Americas Securities
189
SG Americas Securities
New York
$1.66M -$38.6K -836 -2%
TRSOTSOK
190
Teachers Retirement System of the State of Kentucky
Kentucky
$1.63M +$324K +7,000 +25%
CCM
191
Coldstream Capital Management
Washington
$1.61M +$58.4K +1,264 +4%
SMDAM
192
Sumitomo Mitsui DS Asset Management
Japan
$1.59M +$157K +3,397 +11%
PS
193
Presima Securities
Quebec, Canada
$1.57M +$23.1K +500 +1%
AG
194
Algert Global
California
$1.53M -$1.98M -42,805 -56%
HCP
195
Holt Capital Partners
Texas
$1.5M -$78.6K -1,700 -5%
FDCDDQ
196
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.49M -$118K -2,550 -7%
Vontobel Holding
197
Vontobel Holding
Switzerland
$1.48M -$149K -3,216 -9%
MIM
198
MTM Investment Management
South Carolina
$1.46M +$370 +8 +0%
KI
199
Kula Investments
Illinois
$1.46M +$1.46M +31,520 New
OC
200
Oppenheimer & Co
New York
$1.44M +$1.44M +31,134 New
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