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Evergreen Capital Management’s CubeSmart CUBE Stock Holding History

Evergreen Capital Management’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 		$958K Buy
24,085
+15,785
+190% +$628K 0.02% 559
2026
Q1 		$304K Buy
+8,300
New +$318K 0.01% 1106
2025
Q4 		– Sell
-8,479
Closed -$345K – 1440
2025
Q3 		$345K Buy
8,479
+3,716
+78% +$151K 0.01% 877
2025
Q2 		$202K Sell
4,763
-592
-11% -$24.5K 0.01% 1040
2025
Q1 		$229K Buy
+5,355
New +$224K 0.01% 912

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

Evergreen Capital Management's CUBE Position: Q2 2026 in Review

Evergreen Capital Management increased its CubeSmart (CUBE) stake by 190% in Q2 2026, buying an estimated $628K and bringing the position to 24,085 shares worth $958K. The position accounts for 0.02% of the portfolio, ranked #559.

Evergreen Capital Management first reported a position in CUBE in Q1 2025 and has held it in 5 quarters since. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • Evergreen Capital Management held 24,085 shares of CubeSmart worth $958K as of Q2 2026.
  • Evergreen Capital Management bought 15,785 CubeSmart shares in Q2 2026, an estimated $628K.
  • CubeSmart made up 0.02% of Evergreen Capital Management's portfolio in Q2 2026, its #559 holding.
  • Evergreen Capital Management first reported a position in CubeSmart in Q1 2025 and has held it in 5 quarters since.
  • 519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.