Gotham Asset Management’s CubeSmart CUBE Stock Holding History

Gotham Asset Management’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	$7.37M	Buy	201,111 +141,681	+238%	+$5.44M	0.02%	766
2025 Q4	$2.14M	Sell	59,430 -42,187	-42%	-$1.6M	0.01%	1019
2025 Q3	$4.13M	Sell	101,617 -23,809	-19%	-$970K	0.02%	828
2025 Q2	$5.33M	Buy	+125,426	New	+$5.2M	0.03%	647
2025 Q1	–	Sell	-28,099	Closed	-$1.2M	–	1576
2024 Q4	$1.2M	Sell	28,099 -12,431	-31%	-$596K	0.01%	863
2024 Q3	$2.18M	Buy	40,530 +14,676	+57%	+$729K	0.02%	702
2024 Q2	$1.17M	Buy	25,854 +14,243	+123%	+$614K	0.02%	840
2024 Q1	$525K	Buy	11,611 +6,211	+115%	+$275K	0.01%	1031
2023 Q4	$250K	Buy	+5,400	New	+$212K	﹤0.01%	1181
2023 Q2	–	Sell	-7,424	Closed	-$343K	–	1322
2023 Q1	$343K	Buy	7,424 +177	+2%	+$7.94K	0.01%	1084
2022 Q4	$292K	Buy	+7,247	New	+$292K	0.01%	1039

Other funds holding CUBE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates

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

Fidelity Investments

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

Canada Pension Plan Investment Board

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

Geode Capital Management

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

T. Rowe Price Investment Management

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

JP Morgan Chase

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