1834 Investment Advisors’s CubeSmart CUBE Stock Holding History

1834 Investment Advisors’s Portfolio CUBE Stock Details CUBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-10,207	Closed	-$368K	–	208
2025 Q4	$368K	Sell	10,207 -49,918	-83%	-$1.9M	0.05%	179
2025 Q3	$2.44M	Sell	60,125 -9,919	-14%	-$404K	0.3%	76
2025 Q2	$2.98M	Sell	70,044 -3,966	-5%	-$164K	0.38%	64
2025 Q1	$3.16M	Sell	74,010 -10,344	-12%	-$432K	0.41%	63
2024 Q4	$3.61M	Sell	84,354 -9,936	-11%	-$476K	0.46%	61
2024 Q3	$5.08M	Sell	94,290 -39,486	-30%	-$1.96M	0.59%	53
2024 Q2	$6.04M	Sell	133,776 -317	-0.2%	-$13.7K	0.73%	42
2024 Q1	$6.06M	Sell	134,093 -8,690	-6%	-$385K	0.72%	46
2023 Q4	$6.62M	Sell	142,783 -2,195	-2%	-$86.3K	0.79%	39
2023 Q3	$5.53M	Buy	144,978 +20,269	+16%	+$855K	0.69%	42
2023 Q2	$5.57M	Buy	124,709 +5,699	+5%	+$259K	0.66%	42
2023 Q1	$5.5M	Buy	119,010 +23,387	+24%	+$1.05M	0.66%	47
2022 Q4	$3.85M	Buy	+95,623	New	+$3.85M	0.55%	56
2022 Q3	–	Sell	-1,474	Closed	-$63K	–	250
2022 Q2	$63K	Buy	+1,474	New	+$67.8K	0.01%	254

Other funds holding CUBE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

1834 Investment Advisors's CUBE Position: Q1 2026 in Review

1834 Investment Advisors sold out of CubeSmart (CUBE) in Q1 2026, closing a stake of 10,207 shares — an estimated $368K sold.

1834 Investment Advisors first reported a position in CUBE in Q2 2022 and held it in 14 quarters. The position peaked at $6.62M in Q4 2023. 483 funds tracked by Wall St. Rank hold CUBE as of Q1 2026.

1834 Investment Advisors reported no remaining CubeSmart position as of Q1 2026 after selling out during the quarter.
1834 Investment Advisors sold 10,207 CubeSmart shares in Q1 2026, an estimated $368K.
1834 Investment Advisors first reported a position in CubeSmart in Q2 2022 and held it in 14 quarters.
1834 Investment Advisors's CubeSmart position peaked at $6.62M in Q4 2023.
483 funds tracked by Wall St. Rank held CubeSmart as of Q1 2026.

Based on 1834 Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.