Epoch Investment Partners’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $20.1M | Buy |
+506,280
| New | +$20.2M | 0.11% | 182 |
|
|
2026
Q1 | – | Sell |
-22,364
| Closed | -$806K | – | 244 |
|
|
2025
Q4 | $806K | Sell |
22,364
-385,182
| -95% | -$14.6M | ﹤0.01% | 232 |
|
|
2025
Q3 | $16.6M | Sell |
407,546
-126,344
| -24% | -$5.15M | 0.09% | 187 |
|
|
2025
Q2 | $22.7M | Buy |
533,890
+344,838
| +182% | +$14.3M | 0.12% | 178 |
|
|
2025
Q1 | $8.07M | Buy |
189,052
+4,446
| +2% | +$186K | 0.04% | 207 |
|
|
2024
Q4 | $7.91M | Sell |
184,606
-681,989
| -79% | -$32.7M | 0.04% | 205 |
|
|
2024
Q3 | $46.6M | Sell |
866,595
-32,125
| -4% | -$1.59M | 0.21% | 165 |
|
|
2024
Q2 | $40.6M | Sell |
898,720
-36,469
| -4% | -$1.57M | 0.19% | 177 |
|
|
2024
Q1 | $42.3M | Sell |
935,189
-23,275
| -2% | -$1.03M | 0.19% | 183 |
|
|
2023
Q4 | $44.4M | Buy |
958,464
+343,001
| +56% | +$13.5M | 0.2% | 177 |
|
|
2023
Q3 | $23.5M | Sell |
615,463
-70,686
| -10% | -$2.98M | 0.15% | 183 |
|
|
2023
Q2 | $30.6M | Sell |
686,149
-24,966
| -4% | -$1.13M | 0.18% | 176 |
|
|
2023
Q1 | $32.9M | Buy |
711,115
+160,239
| +29% | +$7.19M | 0.2% | 166 |
|
|
2022
Q4 | $22.2M | Buy |
+550,876
| New | +$22.2M | 0.13% | 197 |
|
|
2021
Q3 | – | Sell |
-7,568
| Closed | -$351K | – | 353 |
|
|
2021
Q2 | $351K | Sell |
7,568
-99,247
| -93% | -$4.28M | ﹤0.01% | 322 |
|
|
2021
Q1 | $4.04M | Sell |
106,815
-185,002
| -63% | -$6.66M | 0.02% | 285 |
|
|
2020
Q4 | $9.81M | Sell |
291,817
-30,511
| -9% | -$1.02M | 0.05% | 230 |
|
|
2020
Q3 | $10.4M | Buy |
322,328
+14,663
| +5% | +$443K | 0.05% | 214 |
|
|
2020
Q2 | $8.3M | Buy |
+307,665
| New | +$8.13M | 0.04% | 222 |
|
|
2018
Q3 | – | Sell |
-764,045
| Closed | -$24.6M | – | 315 |
|
|
2018
Q2 | $24.6M | Sell |
764,045
-135,656
| -15% | -$4.06M | 0.08% | 171 |
|
|
2018
Q1 | $25.4M | Buy |
899,701
+8,336
| +0.9% | +$227K | 0.09% | 163 |
|
|
2017
Q4 | $25.8M | Sell |
891,365
-458,980
| -34% | -$12.8M | 0.09% | 166 |
|
|
2017
Q3 | $35.1M | Buy |
1,350,345
+1,644
| +0.1% | +$40.7K | 0.12% | 137 |
|
|
2017
Q2 | $32.4M | Buy |
1,348,701
+196,072
| +17% | +$4.97M | 0.11% | 139 |
|
|
2017
Q1 | $29.9M | Sell |
1,152,629
-6,797
| -0.6% | -$178K | 0.1% | 149 |
|
|
2016
Q4 | $31M | Sell |
1,159,426
-115,529
| -9% | -$2.96M | 0.12% | 130 |
|
|
2016
Q3 | $34.8M | Buy |
1,274,955
+209,214
| +20% | +$6M | 0.13% | 133 |
|
|
2016
Q2 | $32.9M | Sell |
1,065,741
-21,248
| -2% | -$663K | 0.12% | 134 |
|
|
2016
Q1 | $36.2M | Buy |
1,086,989
+47,913
| +5% | +$1.47M | 0.14% | 123 |
|
|
2015
Q4 | $31.8M | Sell |
1,039,076
-4,135
| -0.4% | -$119K | 0.13% | 131 |
|
|
2015
Q3 | $28.4M | Buy |
1,043,211
+6,810
| +0.7% | +$174K | 0.11% | 140 |
|
|
2015
Q2 | $24M | Buy |
1,036,401
+208,000
| +25% | +$4.91M | 0.09% | 159 |
|
|
2015
Q1 | $20M | Buy |
828,401
+204,145
| +33% | +$4.91M | 0.07% | 168 |
|
|
2014
Q4 | $13.8M | Buy |
624,256
+6,226
| +1% | +$129K | 0.05% | 185 |
|
|
2014
Q3 | $11.1M | Sell |
618,030
-19,795
| -3% | -$366K | 0.04% | 191 |
|
|
2014
Q2 | $11.7M | Buy |
+637,825
| New | +$11.6M | 0.05% | 194 |
|
Other funds holding CUBE
Epoch Investment Partners's CUBE Position: Q2 2026 in Review
Epoch Investment Partners opened a new position in CubeSmart (CUBE) in Q2 2026: 506,280 shares worth $20.1M. The stake represents 0.11% of the portfolio and ranks #182 among its holdings. This is a return to the name: Epoch Investment Partners previously reported a position in CUBE as recently as Q4 2025.
Epoch Investment Partners first reported a position in CUBE in Q2 2014 and has held it in 36 quarters since. The position peaked at $46.6M in Q3 2024. 517 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.
- Epoch Investment Partners held 506,280 shares of CubeSmart worth $20.1M as of Q2 2026.
- CubeSmart was a new Epoch Investment Partners position in Q2 2026.
- CubeSmart made up 0.11% of Epoch Investment Partners's portfolio in Q2 2026, its #182 holding.
- Epoch Investment Partners first reported a position in CubeSmart in Q2 2014 and has held it in 36 quarters since.
- Epoch Investment Partners's CubeSmart position peaked at $46.6M in Q3 2024.
- 517 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.
Based on Epoch Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.