B. Metzler seel. Sohn & Co’s CubeSmart CUBE Stock Holding History

B. Metzler seel. Sohn & Co’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	$2.59M	Hold	70,771	–	–	0.02%	329
2025 Q4	$2.55M	Hold	70,771	–	–	0.02%	347
2025 Q3	$2.88M	Hold	70,771	–	–	0.03%	311
2025 Q2	$3.01M	Hold	70,771	–	–	0.03%	294
2025 Q1	$3.02M	Hold	70,771	–	–	0.03%	265
2024 Q4	$3.03M	Hold	70,771	–	–	0.03%	269
2024 Q3	$3.81M	Hold	70,771	–	–	0.04%	240
2024 Q2	$3.2M	Hold	70,771	–	–	0.03%	263
2024 Q1	$3.2M	Sell	70,771 -8,300	-10%	-$368K	0.04%	284
2023 Q4	$3.66M	Buy	79,071 +8,530	+12%	+$335K	0.05%	229
2023 Q3	$2.69M	Sell	70,541 -54,171	-43%	-$2.29M	0.04%	254
2023 Q2	$5.57M	Buy	124,712 +70,367	+129%	+$3.19M	0.08%	182
2023 Q1	$2.51M	Buy	54,345 +4,233	+8%	+$190K	0.04%	247
2022 Q4	$2.02M	Hold	50,112	–	–	0.03%	299
2022 Q3	$2.01M	Buy	50,112 +562	+1%	+$25.3K	0.04%	287
2022 Q2	$2.12M	Buy	49,550 +4,408	+10%	+$203K	0.03%	281
2022 Q1	$2.35M	Buy	+45,142	New	+$2.29M	0.03%	305

Other funds holding CUBE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 $1.47T AUM 27.86% 1-Year Est. Return