FWG Investments’s CubeSmart CUBE Stock Holding History

FWG Investments’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
2024 Q4	–	Sell	-4,534	Closed	-$244K	–	131
2024 Q3	$244K	Buy	+4,534	New	+$225K	0.21%	104
2024 Q1	–	Sell	-4,630	Closed	-$215K	–	113
2023 Q4	$215K	Buy	+4,630	New	+$182K	0.27%	94

Other funds holding CUBE

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 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

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

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

FWG Investments's CUBE Position: Q4 2024 in Review

FWG Investments sold out of CubeSmart (CUBE) in Q4 2024, closing a stake of 4,534 shares — an estimated $244K sold.

FWG Investments first reported a position in CUBE in Q4 2023 and held it in 2 quarters. The position peaked at $244K in Q3 2024. 459 funds tracked by Wall St. Rank hold CUBE as of Q4 2024.

FWG Investments reported no remaining CubeSmart position as of Q4 2024 after selling out during the quarter.
FWG Investments sold 4,534 CubeSmart shares in Q4 2024, an estimated $244K.
FWG Investments first reported a position in CubeSmart in Q4 2023 and held it in 2 quarters.
FWG Investments's CubeSmart position peaked at $244K in Q3 2024.
459 funds tracked by Wall St. Rank held CubeSmart as of Q4 2024.

Based on FWG Investments's 13F filing for Q4 2024, filed 14 May 2025.