First Horizon Advisors’s CubeSmart CUBE Stock Holding History

First Horizon Advisors’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 Q2	$3.02K	Buy	71 +13	+22%	+$539	﹤0.01%	1951
2025 Q1	$2.48K	Buy	58 +35	+152%	+$1.46K	﹤0.01%	1943
2024 Q4	$986	Sell	23 -20	-47%	-$959	﹤0.01%	2100
2024 Q3	$2.31K	Sell	43 -40	-48%	-$1.99K	﹤0.01%	1974
2024 Q2	$3.75K	Buy	83 +20	+32%	+$863	﹤0.01%	1825
2024 Q1	$2.85K	Hold	63	–	–	﹤0.01%	1943
2023 Q4	$2.92K	Buy	63 +9	+17%	+$354	﹤0.01%	1929
2023 Q3	$2.06K	Buy	54 +31	+135%	+$1.31K	﹤0.01%	1970
2023 Q2	$1.03K	Sell	23 -770	-97%	-$35K	﹤0.01%	2261
2023 Q1	$36.7K	Sell	793 -105	-12%	-$4.71K	﹤0.01%	1032
2022 Q4	$36.1K	Sell	898 -69	-7%	-$2.78K	﹤0.01%	994
2022 Q3	$39K	Sell	967 -257	-21%	-$11.6K	﹤0.01%	931
2022 Q2	$52K	Buy	1,224 +408	+50%	+$18.8K	﹤0.01%	916
2022 Q1	$42K	Buy	816 +457	+127%	+$23.1K	﹤0.01%	681
2021 Q4	$20K	Sell	359 -27	-7%	-$1.45K	﹤0.01%	1273
2021 Q3	$19K	Buy	386 +23	+6%	+$1.16K	﹤0.01%	1297
2021 Q2	$17K	Sell	363 -35	-9%	-$1.51K	﹤0.01%	1163
2021 Q1	$15K	Hold	398	–	–	﹤0.01%	1164
2020 Q4	$13K	Buy	398 +106	+36%	+$3.55K	﹤0.01%	996
2020 Q3	$9K	Hold	292	–	–	﹤0.01%	1030
2020 Q2	$8K	Buy	+292	New	+$7.71K	﹤0.01%	1065
2017 Q1	–	Sell	-430	Closed	-$12K	–	1496
2016 Q4	$12K	Hold	430	–	–	﹤0.01%	947
2016 Q3	$12K	Buy	+430	New	+$12.3K	﹤0.01%	939
2015 Q2	–	Sell	-821	Closed	-$20K	–	1420
2015 Q1	$20K	Sell	821 -138	-14%	-$3.32K	﹤0.01%	831
2014 Q4	$21K	Buy	959 +262	+38%	+$5.44K	﹤0.01%	812
2014 Q3	$13K	Hold	697	–	–	﹤0.01%	981
2014 Q2	$13K	Buy	697 +351	+101%	+$6.38K	﹤0.01%	966
2014 Q1	$6K	Sell	346 -152	-31%	-$2.55K	﹤0.01%	1072
2013 Q4	$8K	Buy	+498	New	+$8.54K	﹤0.01%	991

Other funds holding CUBE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Horizon Advisors's CUBE Position: Q2 2025 in Review

First Horizon Advisors increased its CubeSmart (CUBE) stake by 22% in Q2 2025, buying an estimated $539 and bringing the position to 71 shares worth $3.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1951.

First Horizon Advisors first reported a position in CUBE in Q4 2013 and has held it in 29 quarters since. The position peaked at $52K in Q2 2022. 459 funds tracked by Wall St. Rank hold CUBE as of Q2 2025.

First Horizon Advisors held 71 shares of CubeSmart worth $3.02K as of Q2 2025.
First Horizon Advisors bought 13 CubeSmart shares in Q2 2025, an estimated $539.
CubeSmart made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1951 holding.
First Horizon Advisors first reported a position in CubeSmart in Q4 2013 and has held it in 29 quarters since.
First Horizon Advisors's CubeSmart position peaked at $52K in Q2 2022.
459 funds tracked by Wall St. Rank held CubeSmart as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.