CubeSmart
CUBE
280 hedge funds and large institutions have $5.21B invested in CubeSmart in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 113 increasing their positions, 102 reducing their positions, and 35 closing their positions.
1,164% more call options, than puts
Call options by funds: $3.27M | Put options by funds: $259K
17% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 35
11% more repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 102
1.93% more ownership
Funds ownership: 97.8% → 99.73% (+1.9%)
1% more funds holding
Funds holding: 276 → 280 (+4)
3% more capital invested
Capital invested by funds: $5.07B → $5.21B (+$139M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
+$103M |
| 2 |
Cohen & Steers
New York
|
+$79.3M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$35.8M |
| 4 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$31.6M |
| 5 |
RC
Resolution Capital
Sydney, NSW,
Australia
|
+$18.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
AEW Capital Management
Boston,
Massachusetts
|
-$50.3M |
| 2 |
SCRM
Security Capital Research & Management
Chicago,
Illinois
|
-$38M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$36.7M |
| 4 |
Charles Schwab
San Francisco,
California
|
-$32.8M |
| 5 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
-$30.2M |
CUBE Hedge Fund Activity: Q2 2020 in Review
280 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in CubeSmart (CUBE) for Q2 2020, worth a combined $5.21B — up 2.7% from $5.07B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new CUBE positions and 35 closed out — a net gain of 6 holders — while 113 added to existing stakes and 102 trimmed.
The largest buyer was Centersquare Investment Management, adding an estimated $103M. The largest seller was AEW Capital Management, exiting entirely with an estimated $50.3M sold.
- 280 institutional investors held CubeSmart (CUBE) as of Q2 2020, up from 276 in Q1 2020.
- Funds reported $5.21B of CubeSmart stock for Q2 2020, up 2.7% quarter-over-quarter.
- 41 funds opened new CubeSmart positions in Q2 2020 and 35 closed out, a net change of +6 holders.
- The largest CubeSmart buyer in Q2 2020 was Centersquare Investment Management, an estimated $103M added.
- The largest CubeSmart seller in Q2 2020 was AEW Capital Management, an estimated $50.3M sold.
Based on aggregated 13F filings for Q2 2020.