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Anchor Investment Management’s CubeSmart CUBE Stock Holding History

Anchor Investment Management’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
-1,462
Closed -$52.7K – 1075
2025
Q4 		$52.7K Hold
1,462
– – ﹤0.01% 587
2025
Q3 		$59.4K Hold
1,462
– – ﹤0.01% 566
2025
Q2 		$62.1K Hold
1,462
– – 0.01% 551
2025
Q1 		$62.4K Hold
1,462
– – 0.01% 535
2024
Q4 		$62.6K Hold
1,462
– – 0.01% 537
2024
Q3 		$78.7K Buy
+1,462
New +$72.6K 0.01% 508

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

Anchor Investment Management's CUBE Position: Q1 2026 in Review

Anchor Investment Management sold out of CubeSmart (CUBE) in Q1 2026, closing a stake of 1,462 shares — an estimated $52.7K sold.

Anchor Investment Management first reported a position in CUBE in Q3 2024 and held it in 6 quarters. The position peaked at $78.7K in Q3 2024. 483 funds tracked by Wall St. Rank hold CUBE as of Q1 2026.

  • Anchor Investment Management reported no remaining CubeSmart position as of Q1 2026 after selling out during the quarter.
  • Anchor Investment Management sold 1,462 CubeSmart shares in Q1 2026, an estimated $52.7K.
  • Anchor Investment Management first reported a position in CubeSmart in Q3 2024 and held it in 6 quarters.
  • Anchor Investment Management's CubeSmart position peaked at $78.7K in Q3 2024.
  • 483 funds tracked by Wall St. Rank held CubeSmart as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.