FORA Capital’s CubeSmart CUBE Stock Holding History

FORA Capital’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 Q1	–	Sell	-6,630	Closed	-$284K	–	527
2024 Q4	$284K	Buy	+6,630	New	+$318K	0.03%	310
2023 Q4	–	Sell	-16,382	Closed	-$625K	–	472
2023 Q3	$625K	Buy	+16,382	New	+$691K	0.05%	302
2022 Q4	–	Sell	-17,221	Closed	-$690K	–	506
2022 Q3	$690K	Buy	+17,221	New	+$776K	0.13%	214
2022 Q2	–	Sell	-8,445	Closed	-$449K	–	475
2022 Q1	$449K	Buy	+8,445	New	+$427K	0.08%	305
2021 Q1	–	Sell	-3,258	Closed	-$110K	–	831
2020 Q4	$110K	Buy	+3,258	New	+$109K	0.02%	641
2020 Q3	–	Sell	-6,507	Closed	-$176K	–	712
2020 Q2	$176K	Buy	6,507 +5,851	+892%	+$155K	0.06%	373
2020 Q1	$18K	Sell	656 -10,368	-94%	-$311K	﹤0.01%	969
2019 Q4	$347K	Buy	+11,024	New	+$354K	0.04%	484

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FORA Capital's CUBE Position: Q1 2025 in Review

FORA Capital sold out of CubeSmart (CUBE) in Q1 2025, closing a stake of 6,630 shares — an estimated $284K sold.

FORA Capital first reported a position in CUBE in Q4 2019 and held it in 8 quarters. The position peaked at $690K in Q3 2022. 442 funds tracked by Wall St. Rank hold CUBE as of Q1 2025.

FORA Capital reported no remaining CubeSmart position as of Q1 2025 after selling out during the quarter.
FORA Capital sold 6,630 CubeSmart shares in Q1 2025, an estimated $284K.
FORA Capital first reported a position in CubeSmart in Q4 2019 and held it in 8 quarters.
FORA Capital's CubeSmart position peaked at $690K in Q3 2022.
442 funds tracked by Wall St. Rank held CubeSmart as of Q1 2025.

Based on FORA Capital's 13F filing for Q1 2025, filed 14 May 2025.