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CubeSmart
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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
MYIA
201
Mount Yale Investment Advisors
Colorado
$1.54M +$304K +7,734 +30%
PCA
202
Pallas Capital Advisors
Massachusetts
$1.52M -$859K -21,865 -40%
HCP
203
Holt Capital Partners
Texas
$1.5M +$5.89K +150 +0.5%
PS
204
Presima Securities
Quebec, Canada
$1.5M -$21.2K -540 -2%
BPCE
205
Bank Pictet & Cie (Europe)
Germany
$1.49M -$13.2K -337 -1%
HighTower Advisors
206
HighTower Advisors
Illinois
$1.49M +$32.3K +822 +3%
LAM
207
LECAP Asset Management
United Kingdom
$1.37M +$1.16M +29,548 New
DCM
208
Decatur Capital Management
Georgia
$1.36M +$25K +637 +2%
M&T Bank
209
M&T Bank
New York
$1.31M -$18.4K -469 -2%
X
210
Xponance
Pennsylvania
$1.3M +$8.29K +211 +0.8%
NAM
211
Nissay Asset Management
Japan
$1.29M +$37.6K +956 +4%
PS
212
Pensionfund Sabic
Netherlands
$1.28M – – –
Susquehanna International Group
213
Susquehanna International Group
Pennsylvania
$1.26M +$427K +10,860 +67%
ELI
214
Empire Life Investments
Ontario, Canada
$1.23M +$20.2K +513 +2%
HI
215
Handelsinvest Investeringsforvaltning
Denmark
$1.21M +$1.02M +26,082 New
NYLIM
216
New York Life Investment Management
New York
$1.18M +$1M +25,468 New
NGA
217
Naples Global Advisors
Florida
$1.14M +$191K +4,865 +25%
WIA
218
World Investment Advisors
California
$1.13M +$961K +24,450 New
AG
219
Algert Global
California
$1.13M +$628K +15,970 +191%
CA
220
CoreCap Advisors
Michigan
$1.13M +$112K +2,860 +13%
US Bancorp
221
US Bancorp
Minnesota
$1.1M -$78.5K -1,998 -8%
OTL
222
Oak Thistle LLC
New York
$1.1M +$225K +5,725 +32%
EP
223
Edgestream Partners
New Jersey
$1.09M +$921K +23,443 New
BCM
224
Bayesian Capital Management
New York
$1.02M +$868K +22,100 New
FDCDDQ
225
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.02M -$220K -5,600 -20%
7 8
9
10 11

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.