Greenleaf Trust’s CubeSmart CUBE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-4,955
Closed -$201K 827
2025
Q3
$201K Buy
+4,955
New +$202K ﹤0.01% 783
2025
Q1
Sell
-4,762
Closed -$204K 805
2024
Q4
$204K Buy
4,762
+14
+0.3% +$671 ﹤0.01% 778
2024
Q3
$256K Buy
4,748
+48
+1% +$2.38K ﹤0.01% 720
2024
Q2
$212K Sell
4,700
-239
-5% -$10.3K ﹤0.01% 744
2024
Q1
$223K Sell
4,939
-10
-0.2% -$443 ﹤0.01% 714
2023
Q4
$229K Buy
+4,949
New +$194K ﹤0.01% 678

Other funds holding CUBE

Greenleaf Trust's CUBE Position: Q4 2025 in Review

Greenleaf Trust sold out of CubeSmart (CUBE) in Q4 2025, closing a stake of 4,955 shares — an estimated $201K sold.

Greenleaf Trust first reported a position in CUBE in Q4 2023 and held it in 6 quarters. The position peaked at $256K in Q3 2024. 465 funds tracked by Wall St. Rank hold CUBE as of Q4 2025.

  • Greenleaf Trust reported no remaining CubeSmart position as of Q4 2025 after selling out during the quarter.
  • Greenleaf Trust sold 4,955 CubeSmart shares in Q4 2025, an estimated $201K.
  • Greenleaf Trust first reported a position in CubeSmart in Q4 2023 and held it in 6 quarters.
  • Greenleaf Trust's CubeSmart position peaked at $256K in Q3 2024.
  • 465 funds tracked by Wall St. Rank held CubeSmart as of Q4 2025.

Based on Greenleaf Trust's 13F filing for Q4 2025, filed 21 Jan 2026.