Baker Avenue Asset Management’s CubeSmart CUBE Stock Holding History

Baker Avenue Asset 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
2026 Q2	$572K	Buy	14,381 +5,504	+62%	+$219K	0.01%	453
2026 Q1	$325K	Buy	+8,877	New	+$341K	0.01%	582
2023 Q4	–	Sell	-66	Closed	-$2.52K	–	619
2023 Q3	$2.52K	Buy	66 +54	+450%	+$2.28K	﹤0.01%	1084
2023 Q2	$536	Hold	12	–	–	﹤0.01%	1372
2023 Q1	$555	Hold	12	–	–	﹤0.01%	1384
2022 Q4	$483	Buy	+12	New	+$483	﹤0.01%	1331

Other funds holding CUBE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Baker Avenue Asset Management's CUBE Position: Q2 2026 in Review

Baker Avenue Asset Management increased its CubeSmart (CUBE) stake by 62% in Q2 2026, buying an estimated $219K and bringing the position to 14,381 shares worth $572K. The position accounts for 0.01% of the portfolio, ranked #453.

Baker Avenue Asset Management first reported a position in CUBE in Q4 2022 and has held it in 6 quarters since. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

Baker Avenue Asset Management held 14,381 shares of CubeSmart worth $572K as of Q2 2026.
Baker Avenue Asset Management bought 5,504 CubeSmart shares in Q2 2026, an estimated $219K.
CubeSmart made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #453 holding.
Baker Avenue Asset Management first reported a position in CubeSmart in Q4 2022 and has held it in 6 quarters since.
519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.