D.A. Davidson & Co’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.64M | Buy |
44,689
+15,590
| +54% | +$598K | 0.01% | 759 |
|
|
2025
Q4 | $1.05M | Sell |
29,099
-1,432
| -5% | -$54.4K | 0.01% | 875 |
|
|
2025
Q3 | $1.24M | Buy |
30,531
+17,136
| +128% | +$698K | 0.01% | 793 |
|
|
2025
Q2 | $569K | Buy |
13,395
+1,425
| +12% | +$59.1K | ﹤0.01% | 998 |
|
|
2025
Q1 | $511K | Sell |
11,970
-1,478
| -11% | -$61.8K | ﹤0.01% | 1011 |
|
|
2024
Q4 | $576K | Buy |
13,448
+867
| +7% | +$41.6K | ﹤0.01% | 963 |
|
|
2024
Q3 | $677K | Buy |
12,581
+1,561
| +14% | +$77.5K | 0.01% | 907 |
|
|
2024
Q2 | $498K | Sell |
11,020
-829
| -7% | -$35.8K | ﹤0.01% | 979 |
|
|
2024
Q1 | $536K | Buy |
11,849
+692
| +6% | +$30.7K | ﹤0.01% | 964 |
|
|
2023
Q4 | $517K | Sell |
11,157
-2,547
| -19% | -$100K | 0.01% | 939 |
|
|
2023
Q3 | $523K | Sell |
13,704
-734
| -5% | -$31K | 0.01% | 890 |
|
|
2023
Q2 | $645K | Buy |
14,438
+3,422
| +31% | +$155K | 0.01% | 839 |
|
|
2023
Q1 | $509K | Buy |
+11,016
| New | +$494K | 0.01% | 886 |
|
|
2018
Q3 | – | Sell |
-7,502
| Closed | -$242K | – | 1168 |
|
|
2018
Q2 | $242K | Buy |
7,502
+62
| +0.8% | +$1.86K | ﹤0.01% | 956 |
|
|
2018
Q1 | $210K | Sell |
7,440
-2,765
| -27% | -$75.4K | ﹤0.01% | 989 |
|
|
2017
Q4 | $295K | Sell |
10,205
-61
| -0.6% | -$1.7K | 0.01% | 852 |
|
|
2017
Q3 | $266K | Sell |
10,266
-135
| -1% | -$3.34K | 0.01% | 897 |
|
|
2017
Q2 | $250K | Buy |
10,401
+164
| +2% | +$4.16K | 0.01% | 868 |
|
|
2017
Q1 | $265K | Sell |
10,237
-576
| -5% | -$15.1K | 0.01% | 822 |
|
|
2016
Q4 | $288K | Buy |
10,813
+495
| +5% | +$12.7K | 0.01% | 857 |
|
|
2016
Q3 | $280K | Buy |
10,318
+43
| +0.4% | +$1.23K | 0.01% | 818 |
|
|
2016
Q2 | $316K | Buy |
10,275
+503
| +5% | +$15.7K | 0.01% | 691 |
|
|
2016
Q1 | $324K | Sell |
9,772
-97
| -1% | -$2.98K | 0.01% | 657 |
|
|
2015
Q4 | $301K | Buy |
+9,869
| New | +$283K | 0.01% | 708 |
|
|
2015
Q2 | – | Sell |
-500
| Closed | -$12K | – | 2210 |
|
|
2015
Q1 | $12K | Hold |
500
| – | – | ﹤0.01% | 1756 |
|
|
2014
Q4 | $11K | Hold |
500
| – | – | ﹤0.01% | 1798 |
|
|
2014
Q3 | $8K | Hold |
500
| – | – | ﹤0.01% | 1858 |
|
|
2014
Q2 | $9K | Hold |
500
| – | – | ﹤0.01% | 1820 |
|
|
2014
Q1 | $8K | Hold |
500
| – | – | ﹤0.01% | 1843 |
|
|
2013
Q4 | $7K | Hold |
500
| – | – | ﹤0.01% | 1796 |
|
|
2013
Q3 | $8K | Hold |
500
| – | – | ﹤0.01% | 1498 |
|
|
2013
Q2 | $7K | Buy |
+500
| New | +$8.18K | ﹤0.01% | 1474 |
|
Other funds holding CUBE
VPM
VCM
D.A. Davidson & Co's CUBE Position: Q1 2026 in Review
D.A. Davidson & Co increased its CubeSmart (CUBE) stake by 54% in Q1 2026, buying an estimated $598K and bringing the position to 44,689 shares worth $1.64M. The position accounts for 0.01% of the portfolio, ranked #759.
D.A. Davidson & Co first reported a position in CUBE in Q2 2013 and has held it in 32 quarters since. 483 funds tracked by Wall St. Rank hold CUBE as of Q1 2026.
- D.A. Davidson & Co held 44,689 shares of CubeSmart worth $1.64M as of Q1 2026.
- D.A. Davidson & Co bought 15,590 CubeSmart shares in Q1 2026, an estimated $598K.
- CubeSmart made up 0.01% of D.A. Davidson & Co's portfolio in Q1 2026, its #759 holding.
- D.A. Davidson & Co first reported a position in CubeSmart in Q2 2013 and has held it in 32 quarters since.
- 483 funds tracked by Wall St. Rank held CubeSmart as of Q1 2026.
Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.