CAPTRUST Financial Advisors
CUBE icon

CAPTRUST Financial Advisors’s CubeSmart CUBE Stock Holding History

CAPTRUST Financial 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 		$890K Sell
24,286
-2,480
-9% -$95.1K ﹤0.01% 1683
2025
Q4 		$965K Buy
26,766
+8,830
+49% +$336K ﹤0.01% 1533
2025
Q3 		$729K Buy
17,936
+253
+1% +$10.3K ﹤0.01% 1602
2025
Q2 		$752K Buy
17,683
+11,289
+177% +$468K ﹤0.01% 1487
2025
Q1 		$273K Buy
6,394
+934
+17% +$39K ﹤0.01% 1990
2024
Q4 		$234K Sell
5,460
-274
-5% -$13.1K ﹤0.01% 2056
2024
Q3 		$309K Buy
5,734
+248
+5% +$12.3K ﹤0.01% 1864
2024
Q2 		$248K Buy
5,486
+134
+3% +$5.78K ﹤0.01% 1920
2024
Q1 		$242K Sell
5,352
-965
-15% -$42.8K ﹤0.01% 1901
2023
Q4 		$293K Buy
+6,317
New +$248K ﹤0.01% 2127
2023
Q3 		– Sell
-4,889
Closed -$218K – 2649
2023
Q2 		$218K Buy
+4,889
New +$222K ﹤0.01% 2199

Other funds holding CUBE

BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return