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Alpine Woods Capital Investors’s CubeSmart CUBE Stock Holding History

Alpine Woods Capital Investors’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
Q2 		$288K Sell
7,232
-920
-11% -$36.6K 0.06% 170
2026
Q1 		$299K Buy
+8,152
New +$313K 0.07% 140

Other funds holding CUBE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Alpine Woods Capital Investors's CUBE Position: Q2 2026 in Review

Alpine Woods Capital Investors reduced its CubeSmart (CUBE) stake by 11% in Q2 2026, selling an estimated $36.6K and leaving 7,232 shares worth $288K. The position accounts for 0.06% of the portfolio, ranked #170.

Alpine Woods Capital Investors first reported a position in CUBE in Q1 2026 and has held it in 2 quarters since. The position peaked at $299K in Q1 2026. 235 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • Alpine Woods Capital Investors held 7,232 shares of CubeSmart worth $288K as of Q2 2026.
  • Alpine Woods Capital Investors sold 920 CubeSmart shares in Q2 2026, an estimated $36.6K.
  • CubeSmart made up 0.06% of Alpine Woods Capital Investors's portfolio in Q2 2026, its #170 holding.
  • Alpine Woods Capital Investors first reported a position in CubeSmart in Q1 2026 and has held it in 2 quarters since.
  • Alpine Woods Capital Investors's CubeSmart position peaked at $299K in Q1 2026.
  • 235 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Alpine Woods Capital Investors's 13F filing for Q2 2026, filed 7 Aug 2026.