CVA Family Office’s CubeSmart CUBE Stock Holding History

CVA Family Office’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	-42	Closed	-$1.51K	–	1847
2025 Q4	$1.51K	Buy	42 +29	+223%	+$1.1K	﹤0.01%	1033
2025 Q3	$529	Buy	13 +1	+8%	+$41	﹤0.01%	1235
2025 Q2	$510	Sell	12 -13	-52%	-$539	﹤0.01%	1229
2025 Q1	$1.07K	Buy	+25	New	+$1.04K	﹤0.01%	1095
2023 Q3	–	Sell	-5	Closed	-$223	–	396
2023 Q2	$223	Hold	5	–	–	﹤0.01%	1001
2023 Q1	$231	Hold	5	–	–	﹤0.01%	971
2022 Q4	$201	Buy	+5	New	+$201	﹤0.01%	934

Other funds holding CUBE

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

CVA Family Office's CUBE Position: Q1 2026 in Review

CVA Family Office sold out of CubeSmart (CUBE) in Q1 2026, closing a stake of 42 shares — an estimated $1.51K sold.

CVA Family Office first reported a position in CUBE in Q4 2022 and held it in 7 quarters. The position peaked at $1.51K in Q4 2025. 487 funds tracked by Wall St. Rank hold CUBE as of Q1 2026.

CVA Family Office reported no remaining CubeSmart position as of Q1 2026 after selling out during the quarter.
CVA Family Office sold 42 CubeSmart shares in Q1 2026, an estimated $1.51K.
CVA Family Office first reported a position in CubeSmart in Q4 2022 and held it in 7 quarters.
CVA Family Office's CubeSmart position peaked at $1.51K in Q4 2025.
487 funds tracked by Wall St. Rank held CubeSmart as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.