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AssuredPartners Investment Advisors’s CubeSmart CUBE Stock Holding History

AssuredPartners 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 		$328K Sell
8,817
-817
-8% -$31.3K 0.04% 317
2025
Q4 		$347K Buy
+9,634
New +$366K 0.05% 255

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

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

AssuredPartners Investment Advisors reduced its CubeSmart (CUBE) stake by 8.5% in Q1 2026, selling an estimated $31.3K and leaving 8,817 shares worth $328K. The position accounts for 0.04% of the portfolio, ranked #317.

AssuredPartners Investment Advisors first reported a position in CUBE in Q4 2025 and has held it in 2 quarters since. The position peaked at $347K in Q4 2025. 483 funds tracked by Wall St. Rank hold CUBE as of Q1 2026.

  • AssuredPartners Investment Advisors held 8,817 shares of CubeSmart worth $328K as of Q1 2026.
  • AssuredPartners Investment Advisors sold 817 CubeSmart shares in Q1 2026, an estimated $31.3K.
  • CubeSmart made up 0.04% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #317 holding.
  • AssuredPartners Investment Advisors first reported a position in CubeSmart in Q4 2025 and has held it in 2 quarters since.
  • AssuredPartners Investment Advisors's CubeSmart position peaked at $347K in Q4 2025.
  • 483 funds tracked by Wall St. Rank held CubeSmart as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.