CubeSmart
CUBE
459 hedge funds and large institutions have $9.42B invested in CubeSmart in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 170 increasing their positions, 158 reducing their positions, and 44 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
50% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 44
28% more call options, than puts
Call options by funds: $3.14M | Put options by funds: $2.45M
2% more funds holding
Funds holding: 448 → 459 (+11)
8% more repeat investments, than reductions
Existing positions increased: 170 | Existing positions reduced: 158
0.19% more ownership
Funds ownership: 97.05% → 97.25% (+0.19%)
20% less capital invested
Capital invested by funds: $11.8B → $9.42B (-$2.34B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$91.5M |
| 2 |
Alyeska Investment Group
Chicago,
Illinois
|
+$84.8M |
| 3 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$70.2M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$62.6M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$57.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$146M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$126M |
| 3 |
RC
Resolution Capital
Sydney, NSW,
Australia
|
-$74.6M |
| 4 |
Janus Henderson Group
London,
|
-$44.9M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$42.6M |
CUBE Hedge Fund Activity: Q4 2024 in Review
459 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in CubeSmart (CUBE) for Q4 2024, worth a combined $9.42B — down 20% from $11.8B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new CUBE positions and 44 closed out — a net gain of 22 holders — while 170 added to existing stakes and 158 trimmed.
The largest buyer was Capital World Investors, adding an estimated $91.5M. The largest seller was Fidelity Investments, cutting an estimated $146M.
- 459 institutional investors held CubeSmart (CUBE) as of Q4 2024, up from 448 in Q3 2024.
- Funds reported $9.42B of CubeSmart stock for Q4 2024, down 20% quarter-over-quarter.
- 66 funds opened new CubeSmart positions in Q4 2024 and 44 closed out, a net change of +22 holders.
- The largest CubeSmart buyer in Q4 2024 was Capital World Investors, an estimated $91.5M added.
- The largest CubeSmart seller in Q4 2024 was Fidelity Investments, an estimated $146M sold.
Based on aggregated 13F filings for Q4 2024.