C
CUBE icon

Covestor’s CubeSmart CUBE Stock Holding History

Covestor’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
Q2 		$6K Buy
159
+1
+0.6% +$40 ﹤0.01% 1827
2026
Q1 		$6K Sell
158
-2,137
-93% -$82K ﹤0.01% 1718
2025
Q4 		$82K Buy
2,295
+744
+48% +$28.3K 0.04% 670
2025
Q3 		$63K Buy
1,551
+111
+8% +$4.52K 0.03% 800
2025
Q2 		$61K Sell
1,440
-135
-9% -$5.6K 0.04% 807
2025
Q1 		$67K Buy
1,575
+292
+23% +$12.2K 0.04% 711
2024
Q4 		$55K Sell
1,283
-280
-18% -$13.4K 0.03% 821
2024
Q3 		$85K Sell
1,563
-529
-25% -$26.3K 0.05% 624
2024
Q2 		$94K Sell
2,092
-545
-21% -$23.5K 0.06% 527
2024
Q1 		$119K Buy
2,637
+278
+12% +$12.3K 0.08% 414
2023
Q4 		$110K Buy
2,359
+915
+63% +$36K 0.08% 432
2023
Q3 		$55K Buy
1,444
+573
+66% +$24.2K 0.04% 727
2023
Q2 		$39K Buy
871
+124
+17% +$5.63K 0.03% 877
2023
Q1 		$35K Buy
747
+3
+0.4% +$135 0.03% 842
2022
Q4 		$30K Buy
744
+449
+152% +$18.1K 0.02% 911
2022
Q3 		$12K Sell
295
-3
-1% -$135 0.01% 1180
2022
Q2 		$13K Sell
298
-1,235
-81% -$56.8K 0.01% 1106
2022
Q1 		$80K Buy
1,533
+1,359
+781% +$68.8K 0.05% 636
2021
Q4 		$10K Buy
+174
New +$9.36K 0.01% 1015

Other funds holding CUBE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Covestor's CUBE Position: Q2 2026 in Review

Covestor increased its CubeSmart (CUBE) stake by 0.63% in Q2 2026, buying an estimated $40 and bringing the position to 159 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1827.

Covestor first reported a position in CUBE in Q4 2021 and has held it in 19 quarters since. The position peaked at $119K in Q1 2024. 310 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • Covestor held 159 shares of CubeSmart worth $6K as of Q2 2026.
  • Covestor bought 1 CubeSmart share in Q2 2026, an estimated $40.
  • CubeSmart made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #1827 holding.
  • Covestor first reported a position in CubeSmart in Q4 2021 and has held it in 19 quarters since.
  • Covestor's CubeSmart position peaked at $119K in Q1 2024.
  • 310 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.