Axa
CUBE icon

Axa’s CubeSmart CUBE Stock Holding History

Axa’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
Q1 		– Sell
-150,633
Closed -$6.45M – 1070
2024
Q4 		$6.45M Sell
150,633
-28,337
-16% -$1.36M 0.02% 474
2024
Q3 		$9.63M Buy
178,970
+9,034
+5% +$448K 0.03% 398
2024
Q2 		$7.68M Hold
169,936
– – 0.02% 438
2024
Q1 		$7.68M Buy
169,936
+11,920
+8% +$528K 0.02% 459
2023
Q4 		$7.32M Buy
158,016
+19,434
+14% +$764K 0.02% 464
2023
Q3 		$5.28M Buy
138,582
+44,178
+47% +$1.86M 0.02% 516
2023
Q2 		$4.22M Buy
+94,404
New +$4.29M 0.01% 591
2016
Q3 		– Sell
-4,046
Closed -$125K – 1222
2016
Q2 		$125K Sell
4,046
-70,000
-95% -$2.18M ﹤0.01% 1223
2016
Q1 		$2.47M Sell
74,046
-37,416
-34% -$1.15M 0.01% 715
2015
Q4 		$3.41M Buy
111,462
+13,175
+13% +$378K 0.01% 659
2015
Q3 		$2.67M Hold
98,287
– – 0.01% 719
2015
Q2 		$2.28M Hold
98,287
– – 0.01% 770
2015
Q1 		$2.37M Buy
98,287
+11,864
+14% +$286K 0.01% 766
2014
Q4 		$1.91M Sell
86,423
-27,250
-24% -$565K 0.01% 802
2014
Q3 		$2.04M Sell
113,673
-6,327
-5% -$117K 0.01% 744
2014
Q2 		$2.2M Buy
120,000
+68,500
+133% +$1.25M 0.01% 752
2014
Q1 		$884K Sell
51,500
-35,000
-40% -$586K ﹤0.01% 945
2013
Q4 		$1.38M Buy
86,500
+13,800
+19% +$237K 0.01% 847
2013
Q3 		$1.3M Buy
72,700
+12,000
+20% +$204K 0.01% 821
2013
Q2 		$970K Buy
+60,700
New +$993K 0.01% 846

Other funds holding CUBE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Axa's CUBE Position: Q1 2025 in Review

Axa sold out of CubeSmart (CUBE) in Q1 2025, closing a stake of 150,633 shares — an estimated $6.45M sold.

Axa first reported a position in CUBE in Q2 2013 and held it in 20 quarters. The position peaked at $9.63M in Q3 2024. 442 funds tracked by Wall St. Rank hold CUBE as of Q1 2025.

  • Axa reported no remaining CubeSmart position as of Q1 2025 after selling out during the quarter.
  • Axa sold 150,633 CubeSmart shares in Q1 2025, an estimated $6.45M.
  • Axa first reported a position in CubeSmart in Q2 2013 and held it in 20 quarters.
  • Axa's CubeSmart position peaked at $9.63M in Q3 2024.
  • 442 funds tracked by Wall St. Rank held CubeSmart as of Q1 2025.

Based on Axa's 13F filing for Q1 2025, filed 15 May 2025.