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CUBE Holdings Changes image
This page summarizes the CUBE holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether CUBE is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing CUBE Share Count
Timbercreek Investment Management Inc. 114,720 230,320 +115,600 +100.77%
Pensionfund Sabic 27,700 34,700 +7,000 +25.27%
Gateway Investment Advisers LLC 188,104 234,822 +46,718 +24.84%
Wealth Enhancement Advisory Services LLC 7,979 9,167 +1,188 +14.89%
Massmutual Trust Co. FSB ADV 107 120 +13 +12.15%
CWM LLC 1,044 1,162 +118 +11.30%
Pensionfund DSM Netherlands 63,800 70,800 +7,000 +10.97%
Cooper Financial Group 10,339 11,225 +886 +8.57%
Pallas Capital Advisors LLC 32,885 35,600 +2,715 +8.26%
OLD National Bancorp IN 166,007 175,897 +9,890 +5.96%
NBC Securities Inc. 181 189 +8 +4.42%
13F Filers Reporting New Positions In CUBE
Mather Group LLC. 0 556 +556 +100%
Riverview Trust Co 0 320 +320 +100%
Vanderbilt University 0 14,237 +14,237 +100%
Rise Advisors LLC 0 574 +574 +100%
Hennion & Walsh Asset Management Inc. 0 5,980 +5,980 +100%
13F Filers With Unchanged Share Count
Spirit of America Management Corp NY 21,450 21,450 UNCH 0.00%
Adirondack Trust Co. 116 116 UNCH 0.00%
Financial Management Professionals Inc. 22 22 UNCH 0.00%
JJJ Advisors Inc. 420 420 UNCH 0.00%
Sound Income Strategies LLC 51 51 UNCH 0.00%
Versant Capital Management Inc 7 7 UNCH 0.00%
Annapolis Financial Services LLC 16,071 16,071 UNCH 0.00%
Bank of New Hampshire 415 415 UNCH 0.00%
Bruce G. Allen Investments LLC 16 16 UNCH 0.00%
13F Filers Decreasing CUBE Share Count
Presima Inc. 32,360 10,200 -22,160 -68.48%
AdvisorNet Financial Inc 21 11 -10 -47.62%
Sunbelt Securities Inc. 1,904 1,873 -31 -1.63%
GAMMA Investing LLC 653 644 -9 -1.38%
Exchange Traded Concepts LLC 2,643 2,627 -16 -0.61%
13F Filers Exiting CUBE
Whitaker Myers Wealth Managers LTD. 4,418 0 -4,418 -100.00%
International Assets Investment Management LLC 60,983 0 -60,983 -100.00%
Harbour Capital Advisors LLC 8,125 0 -8,125 -100.00%
True North Advisors LLC 44,978 0 -44,978 -100.00%
MCF Advisors LLC 21 0 -21 -100.00%
Weiss Multi Strategy Advisers LLC 1,554,141 0 -1,554,141 -100.00%
First Citizens Bank & Trust Co. 6,020 0 -6,020 -100.00%
New Mexico Educational Retirement Board 45,900 0 -45,900 -100.00%

See Summary: Institutional Holders of CUBE
See Details: Top 10 Hedge Funds Holding CUBE
Also See: CUBE Insider Buying

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