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Atticus Wealth Management’s CubeSmart CUBE Stock Holding History

Atticus Wealth 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
2025
Q3 		– Sell
-256
Closed -$10.9K – 295
2025
Q2 		$10.9K Buy
+256
New +$10.6K ﹤0.01% 471

Other funds holding CUBE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Atticus Wealth Management's CUBE Position: Q3 2025 in Review

Atticus Wealth Management sold out of CubeSmart (CUBE) in Q3 2025, closing a stake of 256 shares — an estimated $10.9K sold.

Atticus Wealth Management first reported a position in CUBE in Q2 2025 and held it in 1 quarter. The position peaked at $10.9K in Q2 2025. 477 funds tracked by Wall St. Rank hold CUBE as of Q3 2025.

  • Atticus Wealth Management reported no remaining CubeSmart position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 256 CubeSmart shares in Q3 2025, an estimated $10.9K.
  • Atticus Wealth Management first reported a position in CubeSmart in Q2 2025 and held it in 1 quarter.
  • Atticus Wealth Management's CubeSmart position peaked at $10.9K in Q2 2025.
  • 477 funds tracked by Wall St. Rank held CubeSmart as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.