Atria Investments’s CubeSmart CUBE Stock Holding History

Atria Investments’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	-5,701	Closed	-$232K	–	2048
2025 Q3	$232K	Buy	5,701 +429	+8%	+$17.5K	﹤0.01%	1868
2025 Q2	$224K	Sell	5,272 -1,418	-21%	-$58.8K	﹤0.01%	1859
2025 Q1	$286K	Sell	6,690 -2,521	-27%	-$105K	﹤0.01%	1641
2024 Q4	$395K	Sell	9,211 -1,580	-15%	-$75.7K	﹤0.01%	1440
2024 Q3	$581K	Sell	10,791 -1,960	-15%	-$97.3K	0.01%	1248
2024 Q2	$576K	Buy	+12,751	New	+$550K	0.01%	1231

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

Atria Investments's CUBE Position: Q4 2025 in Review

Atria Investments sold out of CubeSmart (CUBE) in Q4 2025, closing a stake of 5,701 shares — an estimated $232K sold.

Atria Investments first reported a position in CUBE in Q2 2024 and held it in 6 quarters. The position peaked at $581K in Q3 2024. 465 funds tracked by Wall St. Rank hold CUBE as of Q4 2025.

Atria Investments reported no remaining CubeSmart position as of Q4 2025 after selling out during the quarter.
Atria Investments sold 5,701 CubeSmart shares in Q4 2025, an estimated $232K.
Atria Investments first reported a position in CubeSmart in Q2 2024 and held it in 6 quarters.
Atria Investments's CubeSmart position peaked at $581K in Q3 2024.
465 funds tracked by Wall St. Rank held CubeSmart as of Q4 2025.

Based on Atria Investments's 13F filing for Q4 2025, filed 5 Feb 2026.