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CubeSmart
CUBE

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 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 39

30% more call options, than puts

Call options by funds: $6.15M | Put options by funds: $4.72M

21% more capital invested

Capital invested by funds: $8.47B → $10.2B (+$1.76B)

6% more funds holding

Funds holding: 414 → 437 (+23)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.63% less ownership

Funds ownership: 98.69% → 98.06% (-0.63%)

13% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 174

Holders
437
Holders Change
+23
Holders Change %
+5.56%
% of All Funds
6.37%
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
39
Calls
$6.15M
Puts
$4.72M
Net Calls
+$1.43M
Net Calls Change
+$17M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$87.7M
2
Morgan Stanley
Morgan Stanley
New York
+$82.9M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$75M
4
RC
Resolution Capital
Australia
+$53M
5
CIM
Centersquare Investment Management
Pennsylvania
+$39.5M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$140M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$74.9M
3
LPC
Long Pond Capital
New York
-$60.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$44.3M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$44M
Name Holding Trade Value Shares
Change 		Change in
Stake
Pictet Asset Management
176
Pictet Asset Management
Switzerland
$2.7M +$21.5K +546 +0.9%
SR
177
Syntax Research
Florida
$2.52M +$210K +5,348 +11%
SOMRS
178
State of Michigan Retirement System
Michigan
$2.5M +$7.86K +200 +0.4%
State of Tennessee, Department of Treasury
179
State of Tennessee, Department of Treasury
Tennessee
$2.49M +$2.11M +53,700 New
PI
180
PEAK6 Investments
Illinois
$2.36M +$1.95M +49,675 +4,242%
BCI
181
Brinker Capital Investments
Pennsylvania
$2.33M -$306K -7,798 -13%
OPS
182
Orion Portfolio Solutions
Nebraska
$2.33M -$306K -7,798 -13%
NMIMC
183
Northwestern Mutual Investment Management Company
Wisconsin
$2.32M +$6.6K +168 +0.3%
AIP
184
Ameritas Investment Partners
Nebraska
$2.3M -$30.3K -770 -2%
NMERB
185
New Mexico Educational Retirement Board
New Mexico
$2.13M – – –
BFM
186
Boothbay Fund Management
New York
$2.11M +$28.2K +717 +2%
TNA
187
True North Advisors
Texas
$2.08M -$35.5K -903 -2%
Mackenzie Financial
188
Mackenzie Financial
Ontario, Canada
$2.01M +$1.47M +37,452 +626%
Aberdeen Group
189
Aberdeen Group
United Kingdom
$1.99M -$167K -4,245 -9%
LSPW
190
Lake Street Private Wealth
Illinois
$1.84M +$33.6K +856 +2%
PMEF
191
Point72 Middle East FZE
United Arab Emirates
$1.81M +$1.53M +38,949 New
URS
192
Utah Retirement Systems
Utah
$1.79M +$7.86K +200 +0.5%
Federated Hermes
193
Federated Hermes
Pennsylvania
$1.76M +$214K +5,448 +17%
TRCT
194
Tower Research Capital (TRC)
New York
$1.75M +$828K +21,066 +126%
SMDAM
195
Sumitomo Mitsui DS Asset Management
Japan
$1.7M – – –
LCM
196
LRT Capital Management
Texas
$1.7M +$714K +18,170 +99%
CIBC World Market
197
CIBC World Market
Ontario, Canada
$1.66M -$37.2K -946 -3%
AWM
198
AE Wealth Management
Kansas
$1.65M -$55.6K -1,415 -4%
CCM
199
Coldstream Capital Management
Washington
$1.6M +$10.5K +266 +0.8%
MWM
200
Moran Wealth Management
Florida
$1.57M -$85.4K -2,173 -6%
6 7
8
9 10

CUBE Hedge Fund Activity: Q4 2023 in Review

437 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in CubeSmart (CUBE) for Q4 2023, worth a combined $10.2B — up 21% from $8.47B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new CUBE positions and 39 closed out — a net gain of 26 holders — while 152 added to existing stakes and 174 trimmed.

The largest buyer was Norges Bank, adding an estimated $87.7M. The largest seller was Principal Financial Group, cutting an estimated $140M.

  • 437 institutional investors held CubeSmart (CUBE) as of Q4 2023, up from 414 in Q3 2023.
  • Funds reported $10.2B of CubeSmart stock for Q4 2023, up 21% quarter-over-quarter.
  • 65 funds opened new CubeSmart positions in Q4 2023 and 39 closed out, a net change of +26 holders.
  • The largest CubeSmart buyer in Q4 2023 was Norges Bank, an estimated $87.7M added.
  • The largest CubeSmart seller in Q4 2023 was Principal Financial Group, an estimated $140M sold.

Based on aggregated 13F filings for Q4 2023.