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CubeSmart

183 hedge funds and large institutions have $2.92B invested in CubeSmart in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 86 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,575% more call options, than puts

Call options by funds: $1.91M | Put options by funds: $52K

46% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 59

2.46% more ownership

Funds ownership: 106.94%109.4% (+2.5%)

3% more capital invested

Capital invested by funds: $2.83B → $2.92B (+$92.9M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less funds holding

Funds holding: 187183 (-4)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

Holders
183
Holders Change
-4
Holders Change %
-2.14%
% of All Funds
5.31%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
13
Increased
86
Reduced
59
Closed
16
Calls
$1.91M
Puts
$52K
Net Calls
+$1.86M
Net Calls Change
+$2.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1
Cohen & Steers
New York
$358M +$4.84M +262,059 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$354M +$14M +756,381 +4%
Invesco
3
Invesco
Georgia
$173M +$3.52M +190,494 +2%
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$132M +$3.92M +211,816 +3%
Deutsche Bank
5
Deutsche Bank
Germany
$123M +$29.2M +1,578,527 +30%
Principal Financial Group
6
Principal Financial Group
Iowa
$103M +$4.22M +228,405 +4%
Goldman Sachs
7
Goldman Sachs
New York
$99.7M -$3.61M -195,341 -3%
BIT
8
BlackRock Institutional Trust
California
$99.5M +$3.15M +170,201 +3%
LIMS
9
Lasalle Investment Management Securities
Maryland
$83.9M +$39.7M +2,148,593 +85%
VFA
10
Virtus Fund Advisers
Connecticut
$80.6M -$489K -26,439 -0.6%
BFA
11
BlackRock Fund Advisors
California
$77.6M -$2.95M -159,803 -4%
CIMLRA
12
CBRE Investment Management Listed Real Assets
Pennsylvania
$71.2M +$13.8M +747,000 +23%
SAMC
13
Shinko Asset Management Company
Japan
$62.8M -$815K -44,100 -1%
State Street
14
State Street
Massachusetts
$58.6M +$149K +8,070 +0.2%
O
15
OppenheimerFunds
New York
$48.1M -$2M -108,120 -4%
TA
16
Teachers Advisors
New York
$46M +$2.95M +159,513 +7%
SCRM
17
Security Capital Research & Management
Illinois
$43.8M +$15M +814,173 +50%
Northern Trust
18
Northern Trust
Illinois
$41.5M +$4.16M +225,199 +11%
MCM
19
Munder Capital Management
Michigan
$35M +$164K +8,882 +0.5%
Ameriprise
20
Ameriprise
Minnesota
$34.5M -$3.99M -215,976 -10%
RIM
21
Rainier Investment Management
Washington
$33.7M +$2.06M +111,320 +6%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$32.2M +$2.6M +140,845 +9%
ACM
23
AEW Capital Management
Massachusetts
$32.1M -$1.02M -55,100 -3%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$28.7M +$11.9M +642,194 +67%
Asset Management One
25
Asset Management One
Japan
$22M +$1.86M +100,676 +9%

CUBE Hedge Fund Activity: Q3 2014 in Review

183 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in CubeSmart (CUBE) for Q3 2014, worth a combined $2.92B — up 3.3% from $2.83B a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of CUBE and 13 opened new positions — a net loss of 3 holders — while 59 trimmed existing stakes and 86 added.

The largest buyer was Lasalle Investment Management Securities, adding an estimated $39.7M. The largest seller was Norges Bank, cutting an estimated $19.7M.

  • 183 institutional investors held CubeSmart (CUBE) as of Q3 2014, down from 187 in Q2 2014.
  • Funds reported $2.92B of CubeSmart stock for Q3 2014, up 3.3% quarter-over-quarter.
  • 13 funds opened new CubeSmart positions in Q3 2014 and 16 closed out, a net change of -3 holders.
  • The largest CubeSmart buyer in Q3 2014 was Lasalle Investment Management Securities, an estimated $39.7M added.
  • The largest CubeSmart seller in Q3 2014 was Norges Bank, an estimated $19.7M sold.

Based on aggregated 13F filings for Q3 2014.