Crewe Advisors’s CubeSmart CUBE Stock Holding History

Crewe Advisors’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 Q1	–	Sell	-26	Closed	-$1.11K	–	725
2024 Q4	$1.11K	Buy	26 +1	+4%	+$48	﹤0.01%	529
2024 Q3	$1.35K	Hold	25	–	–	﹤0.01%	632
2024 Q2	$1.13K	Buy	+25	New	+$1.08K	﹤0.01%	889

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 $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Crewe Advisors's CUBE Position: Q1 2025 in Review

Crewe Advisors sold out of CubeSmart (CUBE) in Q1 2025, closing a stake of 26 shares — an estimated $1.11K sold.

Crewe Advisors first reported a position in CUBE in Q2 2024 and held it in 3 quarters. The position peaked at $1.35K in Q3 2024. 442 funds tracked by Wall St. Rank hold CUBE as of Q1 2025.

Crewe Advisors reported no remaining CubeSmart position as of Q1 2025 after selling out during the quarter.
Crewe Advisors sold 26 CubeSmart shares in Q1 2025, an estimated $1.11K.
Crewe Advisors first reported a position in CubeSmart in Q2 2024 and held it in 3 quarters.
Crewe Advisors's CubeSmart position peaked at $1.35K in Q3 2024.
442 funds tracked by Wall St. Rank held CubeSmart as of Q1 2025.

Based on Crewe Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.