CCP
CUBE icon

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
BlackRock New York $5.7T 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return