Carmel Capital Partners’s CubeSmart CUBE Stock Holding History

Carmel Capital Partners’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 Q3	–	Sell	-5,010	Closed	-$213K	–	121
2025 Q2	$213K	Sell	5,010 -5,158	-51%	-$214K	0.07%	145
2025 Q1	$434K	Buy	10,168 +124	+1%	+$5.18K	0.17%	101
2024 Q4	$430K	Buy	10,044 +433	+5%	+$20.8K	0.17%	93
2024 Q3	$517K	Buy	9,611 +395	+4%	+$19.6K	0.2%	84
2024 Q2	$416K	Buy	9,216 +538	+6%	+$23.2K	0.18%	87
2024 Q1	$392K	Buy	8,678 +707	+9%	+$31.3K	0.16%	90
2023 Q4	$369K	Buy	7,971 +1,578	+25%	+$62K	0.19%	86
2023 Q3	$244K	Buy	6,393 +3,163	+98%	+$133K	0.11%	129
2023 Q2	$144K	Buy	3,230 +259	+9%	+$11.8K	0.07%	140
2023 Q1	$137K	Buy	+2,971	New	+$133K	0.08%	155

Other funds holding CUBE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Carmel Capital Partners's CUBE Position: Q3 2025 in Review

Carmel Capital Partners sold out of CubeSmart (CUBE) in Q3 2025, closing a stake of 5,010 shares — an estimated $213K sold.

Carmel Capital Partners first reported a position in CUBE in Q1 2023 and held it in 10 quarters. The position peaked at $517K in Q3 2024. 478 funds tracked by Wall St. Rank hold CUBE as of Q3 2025.

Carmel Capital Partners reported no remaining CubeSmart position as of Q3 2025 after selling out during the quarter.
Carmel Capital Partners sold 5,010 CubeSmart shares in Q3 2025, an estimated $213K.
Carmel Capital Partners first reported a position in CubeSmart in Q1 2023 and held it in 10 quarters.
Carmel Capital Partners's CubeSmart position peaked at $517K in Q3 2024.
478 funds tracked by Wall St. Rank held CubeSmart as of Q3 2025.

Based on Carmel Capital Partners's 13F filing for Q3 2025, filed 30 Oct 2025.