Financial Management Professionals’s CubeSmart CUBE Stock Holding History

Financial Management Professionals’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
2025 Q4	–	Sell	-22	Closed	-$895	–	985
2025 Q3	$895	Hold	22	–	–	﹤0.01%	792
2025 Q2	$935	Hold	22	–	–	﹤0.01%	834
2025 Q1	$940	Hold	22	–	–	﹤0.01%	820
2024 Q4	$943	Hold	22	–	–	﹤0.01%	817
2024 Q3	$1K	Hold	22	–	–	﹤0.01%	805
2024 Q2	$1K	Hold	22	–	–	﹤0.01%	766
2024 Q1	$1K	Hold	22	–	–	﹤0.01%	825
2023 Q4	$1K	Hold	22	–	–	﹤0.01%	819
2023 Q3	$1K	Buy	22 +5	+29%	+$211	﹤0.01%	768
2023 Q2	$1K	Hold	17	–	–	﹤0.01%	805
2023 Q1	$1K	Hold	17	–	–	﹤0.01%	862
2022 Q4	$1K	Buy	+17	New	+$684	﹤0.01%	805

Other funds holding CUBE

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T 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

Citadel Advisors Miami, Florida $875B AUM 40.89% 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

Financial Management Professionals's CUBE Position: Q4 2025 in Review

Financial Management Professionals sold out of CubeSmart (CUBE) in Q4 2025, closing a stake of 22 shares — an estimated $895 sold.

Financial Management Professionals first reported a position in CUBE in Q4 2022 and held it in 12 quarters. The position peaked at $1K in Q3 2024. 465 funds tracked by Wall St. Rank hold CUBE as of Q4 2025.

Financial Management Professionals reported no remaining CubeSmart position as of Q4 2025 after selling out during the quarter.
Financial Management Professionals sold 22 CubeSmart shares in Q4 2025, an estimated $895.
Financial Management Professionals first reported a position in CubeSmart in Q4 2022 and held it in 12 quarters.
Financial Management Professionals's CubeSmart position peaked at $1K in Q3 2024.
465 funds tracked by Wall St. Rank held CubeSmart as of Q4 2025.

Based on Financial Management Professionals's 13F filing for Q4 2025, filed 27 Jan 2026.