Frank Rimerman Advisors’s CubeSmart CUBE Stock Holding History

Frank Rimerman 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
2026 Q1	$329K	Buy	8,990 +3,395	+61%	+$130K	0.02%	471
2025 Q4	$202K	Sell	5,595 -412	-7%	-$15.7K	0.01%	591
2025 Q3	$244K	Sell	6,007 -190	-3%	-$7.74K	0.02%	536
2025 Q2	$263K	Sell	6,197 -54	-0.9%	-$2.24K	0.02%	487
2025 Q1	$267K	Sell	6,251 -1,787	-22%	-$74.7K	0.02%	439
2024 Q4	$344K	Hold	8,038	–	–	0.03%	382
2024 Q3	$433K	Buy	8,038 +3	+0%	+$149	0.03%	357
2024 Q2	$363K	Buy	8,035 +8,016	+42,189%	+$346K	0.03%	414
2024 Q1	$859	Hold	19	–	–	﹤0.01%	322
2023 Q4	$881	Buy	+19	New	+$747	﹤0.01%	301

Other funds holding CUBE

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

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

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

Frank Rimerman Advisors's CUBE Position: Q1 2026 in Review

Frank Rimerman Advisors increased its CubeSmart (CUBE) stake by 61% in Q1 2026, buying an estimated $130K and bringing the position to 8,990 shares worth $329K. The position accounts for 0.02% of the portfolio, ranked #471.

Frank Rimerman Advisors first reported a position in CUBE in Q4 2023 and has held it in 10 quarters since. The position peaked at $433K in Q3 2024. 483 funds tracked by Wall St. Rank hold CUBE as of Q1 2026.

Frank Rimerman Advisors held 8,990 shares of CubeSmart worth $329K as of Q1 2026.
Frank Rimerman Advisors bought 3,395 CubeSmart shares in Q1 2026, an estimated $130K.
CubeSmart made up 0.02% of Frank Rimerman Advisors's portfolio in Q1 2026, its #471 holding.
Frank Rimerman Advisors first reported a position in CubeSmart in Q4 2023 and has held it in 10 quarters since.
Frank Rimerman Advisors's CubeSmart position peaked at $433K in Q3 2024.
483 funds tracked by Wall St. Rank held CubeSmart as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.