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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 %
X
201
Xponance
Pennsylvania
$1.37M -$8.04K -174 -0.6%
First Trust Advisors
202
First Trust Advisors
Illinois
$1.37M -$2.13M -46,035 -61%
DCM
203
Decatur Capital Management
Georgia
$1.35M -$179K -3,881 -12%
CCIA
204
Campbell & Co Investment Adviser
Maryland
$1.33M +$895K +19,360 +203%
AWM
205
AE Wealth Management
Kansas
$1.33M +$1.33M +28,846 New
AAM
206
Advisors Asset Management
Colorado
$1.28M -$964K -20,849 -43%
PS
207
Pensionfund Sabic
Netherlands
$1.28M – – –
PCA
208
Pallas Capital Advisors
Massachusetts
$1.27M +$145K +3,129 +13%
HighTower Advisors
209
HighTower Advisors
Illinois
$1.25M -$38.1K -827 -3%
PP
210
Prudential plc
United Kingdom
$1.25M +$1.25M +27,050 New
M&T Bank
211
M&T Bank
New York
$1.21M +$36.5K +791 +3%
ELI
212
Empire Life Investments
Ontario, Canada
$1.2M +$25.1K +543 +2%
MYIA
213
Mount Yale Investment Advisors
Colorado
$1.18M +$1.18M +25,460 New
NAM
214
Nissay Asset Management
Japan
$1.16M +$59.9K +1,297 +5%
PI
215
PEAK6 Investments
Illinois
$1.12M +$36.1K +780 +3%
Toronto Dominion Bank
216
Toronto Dominion Bank
Ontario, Canada
$1.12M +$15.5K +335 +1%
ACM
217
AlphaStar Capital Management
North Carolina
$1.1M +$47.1K +1,020 +4%
Jane Street
218
Jane Street
New York
$1.05M +$85.8K +1,857 +9%
US Bancorp
219
US Bancorp
Minnesota
$984K +$239K +5,163 +32%
IMRF
220
Illinois Municipal Retirement Fund
Illinois
$962K – – –
SOAMC
221
Spirit of America Management Corp
New York
$959K – – –
SAM
222
Securian Asset Management
Minnesota
$945K -$8.55K -185 -0.9%
EAM
223
Erste Asset Management
Austria
$901K +$266K +5,900 +42%
Creative Planning
224
Creative Planning
Kansas
$887K +$159K +3,435 +22%
ATPW
225
Ashton Thomas Private Wealth
Arizona
$860K +$860K +18,607 New
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