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Gries Financial’s CubeSmart CUBE Stock Holding History

Gries Financial’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
Q3 		$1.26M Buy
+30,982
New +$1.26M 0.2% 115
2023
Q4 		– Sell
-42,628
Closed -$1.63M – 217
2023
Q3 		$1.63M Sell
42,628
-960
-2% -$40.5K 0.44% 66
2023
Q2 		$1.95M Buy
43,588
+278
+0.6% +$12.6K 0.54% 54
2023
Q1 		$2M Buy
+43,310
New +$1.94M 0.59% 51

Other funds holding CUBE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Gries Financial's CUBE Position: Q3 2025 in Review

Gries Financial opened a new position in CubeSmart (CUBE) in Q3 2025: 30,982 shares worth $1.26M. The stake represents 0.2% of the portfolio and ranks #115 among its holdings. This is a return to the name: Gries Financial previously reported a position in CUBE as recently as Q3 2023.

Gries Financial first reported a position in CUBE in Q1 2023 and has held it in 4 quarters since. The position peaked at $2M in Q1 2023. 477 funds tracked by Wall St. Rank hold CUBE as of Q3 2025.

  • Gries Financial held 30,982 shares of CubeSmart worth $1.26M as of Q3 2025.
  • CubeSmart was a new Gries Financial position in Q3 2025.
  • CubeSmart made up 0.2% of Gries Financial's portfolio in Q3 2025, its #115 holding.
  • Gries Financial first reported a position in CubeSmart in Q1 2023 and has held it in 4 quarters since.
  • Gries Financial's CubeSmart position peaked at $2M in Q1 2023.
  • 477 funds tracked by Wall St. Rank held CubeSmart as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.