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Caprock Group’s CubeSmart CUBE Stock Holding History

Caprock Group’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
-13,466
Closed -$485K – 1152
2025
Q4 		$485K Sell
13,466
-29,648
-69% -$1.13M 0.01% 838
2025
Q3 		$1.76M Buy
+43,114
New +$1.76M 0.04% 384
2025
Q1 		$1.05M Buy
+24,612
New +$1.03M 0.03% 452

Other funds holding CUBE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
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 $1.56T AUM 27.86% 1-Year Est. Return

Caprock Group's CUBE Position: Q1 2026 in Review

Caprock Group sold out of CubeSmart (CUBE) in Q1 2026, closing a stake of 13,466 shares — an estimated $485K sold.

Caprock Group first reported a position in CUBE in Q1 2025 and held it in 3 quarters. The position peaked at $1.76M in Q3 2025. 483 funds tracked by Wall St. Rank hold CUBE as of Q1 2026.

  • Caprock Group reported no remaining CubeSmart position as of Q1 2026 after selling out during the quarter.
  • Caprock Group sold 13,466 CubeSmart shares in Q1 2026, an estimated $485K.
  • Caprock Group first reported a position in CubeSmart in Q1 2025 and held it in 3 quarters.
  • Caprock Group's CubeSmart position peaked at $1.76M in Q3 2025.
  • 483 funds tracked by Wall St. Rank held CubeSmart as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.