Cetera Investment Advisers
CUBE icon

Cetera Investment Advisers’s CubeSmart CUBE Stock Holding History

Cetera Investment Advisers’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 		$783K Buy
21,363
+3,988
+23% +$153K ﹤0.01% 3123
2025
Q4 		$626K Sell
17,375
-984
-5% -$37.4K ﹤0.01% 3240
2025
Q3 		$746K Buy
18,359
+1,147
+7% +$46.7K ﹤0.01% 3041
2025
Q2 		$731K Buy
17,212
+265
+2% +$11K ﹤0.01% 2668
2025
Q1 		$724K Sell
16,947
-1,661
-9% -$69.4K ﹤0.01% 2535
2024
Q4 		$797K Sell
18,608
-8,599
-32% -$412K ﹤0.01% 2321
2024
Q3 		$1.46M Buy
27,207
+6,584
+32% +$327K ﹤0.01% 1832
2024
Q2 		$932K Sell
20,623
-1,574
-7% -$67.9K ﹤0.01% 2123
2024
Q1 		$1M Buy
22,197
+16,583
+295% +$735K ﹤0.01% 2058
2023
Q4 		$260K Sell
5,614
-7
-0.1% -$275 ﹤0.01% 1873
2023
Q3 		$214K Sell
5,621
-1,113
-17% -$47K ﹤0.01% 1943
2023
Q2 		$301K Buy
6,734
+638
+10% +$29K ﹤0.01% 1749
2023
Q1 		$282K Buy
6,096
+804
+15% +$36.1K ﹤0.01% 1740
2022
Q4 		$213K Buy
+5,292
New +$213K ﹤0.01% 1868

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