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

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$38.3M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$13M
3
LPC
Long Pond Capital
New York
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$652M
5
AllianceBernstein
AllianceBernstein
Tennessee
$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
Pictet Asset Management
176
Pictet Asset Management
Switzerland
$2.7M +$25.3K +546 +0.9%
SR
177
Syntax Research
Florida
$2.52M +$248K +5,348 +11%
SOMRS
178
State of Michigan Retirement System
Michigan
$2.5M +$9.27K +200 +0.4%
State of Tennessee, Department of Treasury
179
State of Tennessee, Department of Treasury
Tennessee
$2.49M +$2.49M +53,700 New
PI
180
PEAK6 Investments
Illinois
$2.36M +$2.3M +49,675 +4,242%
BCI
181
Brinker Capital Investments
Pennsylvania
$2.33M -$363K -7,798 -13%
OPS
182
Orion Portfolio Solutions
Nebraska
$2.33M -$363K -7,798 -13%
NMIMC
183
Northwestern Mutual Investment Management Company
Wisconsin
$2.32M +$7.79K +168 +0.3%
AIP
184
Ameritas Investment Partners
Nebraska
$2.3M -$35.7K -770 -2%
NMERB
185
New Mexico Educational Retirement Board
New Mexico
$2.13M – – –
BFM
186
Boothbay Fund Management
New York
$2.11M +$33.2K +717 +2%
TNA
187
True North Advisors
Texas
$2.08M -$41.9K -903 -2%
Mackenzie Financial
188
Mackenzie Financial
Ontario, Canada
$2.01M +$1.74M +37,452 +626%
Aberdeen Group
189
Aberdeen Group
United Kingdom
$1.99M -$197K -4,245 -9%
LSPW
190
Lake Street Private Wealth
Illinois
$1.84M +$39.7K +856 +2%
PMEF
191
Point72 Middle East FZE
United Arab Emirates
$1.81M +$1.81M +38,949 New
URS
192
Utah Retirement Systems
Utah
$1.79M +$9.27K +200 +0.5%
Federated Hermes
193
Federated Hermes
Pennsylvania
$1.76M +$253K +5,448 +17%
TRCT
194
Tower Research Capital (TRC)
New York
$1.75M +$976K +21,066 +126%
SMDAM
195
Sumitomo Mitsui DS Asset Management
Japan
$1.7M – – –
LCM
196
LRT Capital Management
Texas
$1.7M +$842K +18,170 +99%
CIBC World Market
197
CIBC World Market
Ontario, Canada
$1.66M -$43.9K -946 -3%
AWM
198
AE Wealth Management
Kansas
$1.65M -$63.2K -1,415 -4%
CCM
199
Coldstream Capital Management
Washington
$1.6M +$12.3K +266 +0.8%
MWM
200
Moran Wealth Management
Florida
$1.57M -$101K -2,173 -6%
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