Bell Investment Advisors’s CubeSmart CUBE Stock Holding History

Bell Investment Advisors’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	$5.86K	Sell	160 -16	-9%	-$614	﹤0.01%	896
2025 Q4	$6.34K	Buy	176 +28	+19%	+$1.06K	﹤0.01%	890
2025 Q3	$6.02K	Sell	148 -21	-12%	-$856	﹤0.01%	835
2025 Q2	$7.18K	Buy	169 +13	+8%	+$539	﹤0.01%	810
2025 Q1	$6.66K	Hold	156	–	–	﹤0.01%	778
2024 Q4	$6.68K	Hold	156	–	–	﹤0.01%	778
2024 Q3	$8.4K	Hold	156	–	–	﹤0.01%	690
2024 Q2	$7.05K	Hold	156	–	–	﹤0.01%	759
2024 Q1	$7.05K	Hold	156	–	–	﹤0.01%	734
2023 Q4	$7.23K	Sell	156 -25	-14%	-$982	﹤0.01%	694
2023 Q3	$6.9K	Sell	181 -1	-0.5%	-$42	﹤0.01%	654
2023 Q2	$8.13K	Sell	182 -11	-6%	-$499	﹤0.01%	594
2023 Q1	$8.92K	Buy	193 +11	+6%	+$493	﹤0.01%	524
2022 Q4	$7.33K	Buy	182 +14	+8%	+$564	﹤0.01%	622
2022 Q3	$7K	Sell	168 -9	-5%	-$406	﹤0.01%	524
2022 Q2	$8K	Buy	+177	New	+$8.14K	﹤0.01%	488
2021 Q4	$11K	Buy	200 +9	+5%	+$484	﹤0.01%	456
2021 Q3	$9K	Buy	+191	New	+$9.64K	﹤0.01%	475

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