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Copeland Capital Management’s CubeSmart CUBE Stock Holding History

Copeland Capital Management’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 		– Sell
-2
Closed -$103 – 263
2025
Q4 		$103 Sell
2
-34
-94% -$1.29K ﹤0.01% 297
2025
Q3 		$1.5K Sell
36
-109
-75% -$4.44K ﹤0.01% 284
2025
Q2 		$6.18K Sell
145
-1,058
-88% -$43.9K ﹤0.01% 240
2025
Q1 		$51.4K Sell
1,203
-558,738
-100% -$23.3M ﹤0.01% 194
2024
Q4 		$24M Sell
559,941
-21,217
-4% -$1.02M 0.45% 86
2024
Q3 		$31.3M Buy
581,158
+11,521
+2% +$572K 0.54% 80
2024
Q2 		$25.7M Buy
569,637
+2,040
+0.4% +$88K 0.48% 83
2024
Q1 		$25.7M Buy
567,597
+18,824
+3% +$835K 0.47% 79
2023
Q4 		$25.4M Sell
548,773
-22,464
-4% -$883K 0.51% 75
2023
Q3 		$21.8M Buy
571,237
+9,967
+2% +$421K 0.47% 77
2023
Q2 		$25.1M Buy
+561,270
New +$25.5M 0.52% 75

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