Bank of Montreal’s CubeSmart CUBE Stock Holding History

Bank of Montreal’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
2021 Q2	–	Sell	-81,300	Closed	-$3.2M	–	3948
2021 Q1	$3.2M	Buy	+81,300	New	+$2.93M	﹤0.01%	1556
2020 Q4	–	Sell	-132,700	Closed	-$4.51M	–	4959
2020 Q3	$4.51M	Buy	132,700 +52,500	+65%	+$1.59M	﹤0.01%	1260
2020 Q2	$2.2M	Buy	+80,200	New	+$2.12M	﹤0.01%	1597
2019 Q1	–	Sell	-11,800	Closed	-$339K	–	4393
2018 Q4	$339K	Buy	+11,800	New	+$347K	﹤0.01%	2339
2018 Q2	–	Sell	-2,100	Closed	-$59K	–	4736
2018 Q1	$59K	Buy	+2,100	New	+$57.3K	﹤0.01%	3165

Other funds holding CUBE

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

Norges Bank Oslo, Norway $1T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

ACM

AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return

Bank of Montreal's CUBE Position: Q2 2026 in Review

Bank of Montreal increased its CubeSmart (CUBE) stake by 6.8% in Q2 2026, buying an estimated $123K and bringing the position to 48,917 shares worth $1.95M. The position accounts for ﹤0.01% of the portfolio, ranked #1748.

Bank of Montreal first reported a position in CUBE in Q2 2013 and has held it in 53 quarters since. The position peaked at $10.5M in Q4 2021. 316 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

Bank of Montreal held 48,917 shares of CubeSmart worth $1.95M as of Q2 2026.
Bank of Montreal bought 3,097 CubeSmart shares in Q2 2026, an estimated $123K.
CubeSmart made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1748 holding.
Bank of Montreal first reported a position in CubeSmart in Q2 2013 and has held it in 53 quarters since.
Bank of Montreal's CubeSmart position peaked at $10.5M in Q4 2021.
316 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.