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Edgestream Partners’s CubeSmart CUBE Stock Holding History

Edgestream Partners’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 		$8.84M Sell
222,343
-641
-0.3% -$25.5K 0.26% 95
2026
Q1 		$8.17M Buy
222,984
+5,458
+3% +$209K 0.27% 80
2025
Q4 		$7.84M Buy
217,526
+71,987
+49% +$2.74M 0.22% 126
2025
Q3 		$5.92M Buy
145,539
+131,185
+914% +$5.35M 0.17% 202
2025
Q2 		$610K Buy
+14,354
New +$595K 0.02% 706
2025
Q1 		– Sell
-75,329
Closed -$3.23M – 882
2024
Q4 		$3.23M Sell
75,329
-74,484
-50% -$3.57M 0.14% 293
2024
Q3 		$8.06M Buy
149,813
+69,408
+86% +$3.45M 0.35% 26
2024
Q2 		$3.63M Buy
80,405
+61,714
+330% +$2.66M 0.17% 196
2024
Q1 		$845K Sell
18,691
-4,752
-20% -$211K 0.04% 538
2023
Q4 		$1.09M Buy
+23,443
New +$921K 0.08% 424
2022
Q1 		– Sell
-128,841
Closed -$7.33M – 552
2021
Q4 		$7.33M Buy
128,841
+39,074
+44% +$2.1M 0.46% 44
2021
Q3 		$4.35M Buy
+89,767
New +$4.53M 0.27% 125

Other funds holding CUBE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Edgestream Partners's CUBE Position: Q2 2026 in Review

Edgestream Partners reduced its CubeSmart (CUBE) stake by 0.29% in Q2 2026, selling an estimated $25.5K and leaving 222,343 shares worth $8.84M. The position accounts for 0.26% of the portfolio, ranked #95.

Edgestream Partners first reported a position in CUBE in Q3 2021 and has held it in 12 quarters since. 517 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • Edgestream Partners held 222,343 shares of CubeSmart worth $8.84M as of Q2 2026.
  • Edgestream Partners sold 641 CubeSmart shares in Q2 2026, an estimated $25.5K.
  • CubeSmart made up 0.26% of Edgestream Partners's portfolio in Q2 2026, its #95 holding.
  • Edgestream Partners first reported a position in CubeSmart in Q3 2021 and has held it in 12 quarters since.
  • 517 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.