Cromwell Holdings’s CubeSmart CUBE Stock Holding History

Cromwell Holdings’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	$2.54K	Buy	64 +26	+68%	+$1.03K	﹤0.01%	803
2026 Q1	$1.39K	Buy	38 +29	+322%	+$1.11K	﹤0.01%	782
2025 Q4	$324	Sell	9 -9	-50%	-$342	﹤0.01%	990
2025 Q3	$732	Hold	18	–	–	﹤0.01%	909
2025 Q2	$765	Hold	18	–	–	﹤0.01%	867
2025 Q1	$769	Buy	+18	New	+$752	﹤0.01%	691

Other funds holding CUBE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cromwell Holdings's CUBE Position: Q2 2026 in Review

Cromwell Holdings increased its CubeSmart (CUBE) stake by 68% in Q2 2026, buying an estimated $1.03K and bringing the position to 64 shares worth $2.54K. The position accounts for ﹤0.01% of the portfolio, ranked #803.

Cromwell Holdings first reported a position in CUBE in Q1 2025 and has held it in 6 quarters since. 517 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

Cromwell Holdings held 64 shares of CubeSmart worth $2.54K as of Q2 2026.
Cromwell Holdings bought 26 CubeSmart shares in Q2 2026, an estimated $1.03K.
CubeSmart made up ﹤0.01% of Cromwell Holdings's portfolio in Q2 2026, its #803 holding.
Cromwell Holdings first reported a position in CubeSmart in Q1 2025 and has held it in 6 quarters since.
517 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.