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Addison Advisors’s CubeSmart CUBE Stock Holding History

Addison 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 		$4K Hold
109
– – ﹤0.01% 756
2025
Q4 		$3.93K Sell
109
-56
-34% -$2.13K ﹤0.01% 721
2025
Q3 		$6.71K Sell
165
-63
-28% -$2.57K ﹤0.01% 672
2025
Q2 		$9.69K Buy
+228
New +$9.45K ﹤0.01% 622

Other funds holding CUBE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Addison Advisors's CUBE Position: Q1 2026 in Review

Addison Advisors held its CubeSmart (CUBE) position steady in Q1 2026 at 109 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

Addison Advisors first reported a position in CUBE in Q2 2025 and has held it in 4 quarters since. The position peaked at $9.69K in Q2 2025. 483 funds tracked by Wall St. Rank hold CUBE as of Q1 2026.

  • Addison Advisors held 109 shares of CubeSmart worth $4K as of Q1 2026.
  • Addison Advisors left its CubeSmart share count unchanged in Q1 2026.
  • CubeSmart made up ﹤0.01% of Addison Advisors's portfolio in Q1 2026, its #756 holding.
  • Addison Advisors first reported a position in CubeSmart in Q2 2025 and has held it in 4 quarters since.
  • Addison Advisors's CubeSmart position peaked at $9.69K in Q2 2025.
  • 483 funds tracked by Wall St. Rank held CubeSmart as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.