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Blue Trust Inc’s CubeSmart CUBE Stock Holding History

Blue Trust Inc’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 		– Sell
-9
Closed -$324 – 2557
2025
Q4 		$324 Sell
9
-14
-61% -$532 ﹤0.01% 2449
2025
Q3 		$935 Buy
+23
New +$937 ﹤0.01% 2338
2025
Q2 		– Sell
-23
Closed -$982 – 2482
2025
Q1 		$982 Buy
+23
New +$961 ﹤0.01% 2299
2024
Q4 		– Sell
-386
Closed -$17.4K – 2556
2024
Q3 		$17.4K Buy
386
+270
+233% +$13.4K ﹤0.01% 1997
2024
Q2 		$5.25K Buy
+116
New +$5K ﹤0.01% 2187
2024
Q1 		– Sell
-419
Closed -$16K – 2292
2023
Q4 		$16K Buy
+419
New +$16.5K ﹤0.01% 1385
2023
Q2 		– Sell
-5
Closed – – 2104
2023
Q1 		$0 Sell
5
-6
-55% -$269 ﹤0.01% 2362
2022
Q4 		$0 Buy
+11
New +$443 ﹤0.01% 2276

Other funds holding CUBE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Blue Trust Inc's CUBE Position: Q1 2026 in Review

Blue Trust Inc sold out of CubeSmart (CUBE) in Q1 2026, closing a stake of 9 shares — an estimated $324 sold.

Blue Trust Inc first reported a position in CUBE in Q4 2022 and held it in 8 quarters. The position peaked at $17.4K in Q3 2024. 487 funds tracked by Wall St. Rank hold CUBE as of Q1 2026.

  • Blue Trust Inc reported no remaining CubeSmart position as of Q1 2026 after selling out during the quarter.
  • Blue Trust Inc sold 9 CubeSmart shares in Q1 2026, an estimated $324.
  • Blue Trust Inc first reported a position in CubeSmart in Q4 2022 and held it in 8 quarters.
  • Blue Trust Inc's CubeSmart position peaked at $17.4K in Q3 2024.
  • 487 funds tracked by Wall St. Rank held CubeSmart as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.