Advisornet Financial’s CubeSmart CUBE Stock Holding History

Advisornet Financial’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
2025 Q4	–	Sell	-14	Closed	-$569	–	2268
2025 Q3	$569	Sell	14 -1	-7%	-$41	﹤0.01%	2053
2025 Q2	$638	Sell	15 -7	-32%	-$290	﹤0.01%	2009
2025 Q1	$940	Buy	22 +19	+633%	+$794	﹤0.01%	1894
2024 Q4	$129	Sell	3 -38	-93%	-$1.82K	﹤0.01%	1916
2024 Q3	$2.21K	Buy	41 +5	+14%	+$248	﹤0.01%	1731
2024 Q2	$1.63K	Buy	36 +25	+227%	+$1.08K	﹤0.01%	1674
2024 Q1	$497	Sell	11 -10	-48%	-$443	﹤0.01%	1882
2023 Q4	$973	Buy	+21	New	+$825	﹤0.01%	1893
2022 Q4	–	Sell	-15	Closed	-$1K	–	2394
2022 Q3	$1K	Buy	+15	New	+$676	﹤0.01%	1751

Other funds holding CUBE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Advisornet Financial's CUBE Position: Q4 2025 in Review

Advisornet Financial sold out of CubeSmart (CUBE) in Q4 2025, closing a stake of 14 shares — an estimated $569 sold.

Advisornet Financial first reported a position in CUBE in Q3 2022 and held it in 9 quarters. The position peaked at $2.21K in Q3 2024. 465 funds tracked by Wall St. Rank hold CUBE as of Q4 2025.

Advisornet Financial reported no remaining CubeSmart position as of Q4 2025 after selling out during the quarter.
Advisornet Financial sold 14 CubeSmart shares in Q4 2025, an estimated $569.
Advisornet Financial first reported a position in CubeSmart in Q3 2022 and held it in 9 quarters.
Advisornet Financial's CubeSmart position peaked at $2.21K in Q3 2024.
465 funds tracked by Wall St. Rank held CubeSmart as of Q4 2025.

Based on Advisornet Financial's 13F filing for Q4 2025, filed 20 Jan 2026.