Clearstead Trust’s CubeSmart CUBE Stock Holding History

Clearstead Trust’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	-11	Closed	-$468	–	1524
2025 Q2	$468	Sell	11 -173	-94%	-$7.17K	﹤0.01%	1344
2025 Q1	$7.86K	Buy	+184	New	+$7.69K	﹤0.01%	505

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 $3.37T AUM 44.26% 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

Clearstead Trust's CUBE Position: Q3 2025 in Review

Clearstead Trust sold out of CubeSmart (CUBE) in Q3 2025, closing a stake of 11 shares — an estimated $468 sold.

Clearstead Trust first reported a position in CUBE in Q1 2025 and held it in 2 quarters. The position peaked at $7.86K in Q1 2025. 477 funds tracked by Wall St. Rank hold CUBE as of Q3 2025.

Clearstead Trust reported no remaining CubeSmart position as of Q3 2025 after selling out during the quarter.
Clearstead Trust sold 11 CubeSmart shares in Q3 2025, an estimated $468.
Clearstead Trust first reported a position in CubeSmart in Q1 2025 and held it in 2 quarters.
Clearstead Trust's CubeSmart position peaked at $7.86K in Q1 2025.
477 funds tracked by Wall St. Rank held CubeSmart as of Q3 2025.

Based on Clearstead Trust's 13F filing for Q3 2025, filed 10 Nov 2025.