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 $5.7T 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

Fidelity Investments

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

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Investment Management

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

T. Rowe Price Associates

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Allspring Global Investments

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

Geode Capital Management

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