Capital World Investors
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Capital World Investors’s CubeSmart CUBE Stock Holding History

Capital World Investors’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
2025
Q1 		– Sell
-2,944,248
Closed -$126M – 557
2024
Q4 		$126M Buy
2,944,248
+1,909,496
+185% +$91.5M 0.02% 318
2024
Q3 		$55.7M Buy
+1,034,752
New +$51.4M 0.01% 391

Other funds holding CUBE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors's CUBE Position: Q1 2025 in Review

Capital World Investors sold out of CubeSmart (CUBE) in Q1 2025, closing a stake of 2,944,248 shares — an estimated $126M sold.

Capital World Investors first reported a position in CUBE in Q3 2024 and held it in 2 quarters. The position peaked at $126M in Q4 2024. 442 funds tracked by Wall St. Rank hold CUBE as of Q1 2025.

  • Capital World Investors reported no remaining CubeSmart position as of Q1 2025 after selling out during the quarter.
  • Capital World Investors sold 2,944,248 CubeSmart shares in Q1 2025, an estimated $126M.
  • Capital World Investors first reported a position in CubeSmart in Q3 2024 and held it in 2 quarters.
  • Capital World Investors's CubeSmart position peaked at $126M in Q4 2024.
  • 442 funds tracked by Wall St. Rank held CubeSmart as of Q1 2025.

Based on Capital World Investors's 13F filing for Q1 2025, filed 12 May 2025.