Atomi Financial Group’s CubeSmart CUBE Stock Holding History

Atomi Financial Group’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	-5,541	Closed	-$225K	–	1225
2025 Q3	$225K	Sell	5,541 -7	-0.1%	-$285	0.01%	1058
2025 Q2	$236K	Buy	+5,548	New	+$230K	0.01%	955
2024 Q4	–	Sell	-4,066	Closed	-$219K	–	978
2024 Q3	$219K	Buy	+4,066	New	+$202K	0.01%	814

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

Atomi Financial Group's CUBE Position: Q4 2025 in Review

Atomi Financial Group sold out of CubeSmart (CUBE) in Q4 2025, closing a stake of 5,541 shares — an estimated $225K sold.

Atomi Financial Group first reported a position in CUBE in Q3 2024 and held it in 3 quarters. The position peaked at $236K in Q2 2025. 465 funds tracked by Wall St. Rank hold CUBE as of Q4 2025.

Atomi Financial Group reported no remaining CubeSmart position as of Q4 2025 after selling out during the quarter.
Atomi Financial Group sold 5,541 CubeSmart shares in Q4 2025, an estimated $225K.
Atomi Financial Group first reported a position in CubeSmart in Q3 2024 and held it in 3 quarters.
Atomi Financial Group's CubeSmart position peaked at $236K in Q2 2025.
465 funds tracked by Wall St. Rank held CubeSmart as of Q4 2025.

Based on Atomi Financial Group's 13F filing for Q4 2025, filed 19 Feb 2026.