Harbour Investments’s CubeSmart CUBE Stock Holding History

Harbour 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
2026 Q1	$4.95K	Hold	135	–	–	﹤0.01%	3594
2025 Q4	$4.87K	Buy	135 +29	+27%	+$1.1K	﹤0.01%	3023
2025 Q3	$4.31K	Hold	106	–	–	﹤0.01%	3038
2025 Q2	$4.5K	Sell	106 -25	-19%	-$1.04K	﹤0.01%	2917
2025 Q1	$5.59K	Buy	131 +25	+24%	+$1.04K	﹤0.01%	2779
2024 Q4	$4.54K	Hold	106	–	–	﹤0.01%	2763
2024 Q3	$5.71K	Hold	106	–	–	﹤0.01%	2583
2024 Q2	$4.79K	Hold	106	–	–	﹤0.01%	2530
2024 Q1	$4.79K	Hold	106	–	–	﹤0.01%	2503
2023 Q4	$4.91K	Buy	106 +21	+25%	+$825	﹤0.01%	2412
2023 Q3	$3.24K	Hold	85	–	–	﹤0.01%	2419
2023 Q2	$3.8K	Hold	85	–	–	﹤0.01%	2370
2023 Q1	$3.93K	Buy	+85	New	+$3.81K	﹤0.01%	2365
2021 Q4	–	Sell	-2,071	Closed	-$100K	–	2843
2021 Q3	$100K	Hold	2,071	–	–	﹤0.01%	1376
2021 Q2	$96K	Sell	2,071 -1	-0%	-$43	﹤0.01%	1415
2021 Q1	$78K	Buy	+2,072	New	+$74.6K	﹤0.01%	1429

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

Harbour Investments's CUBE Position: Q1 2026 in Review

Harbour Investments held its CubeSmart (CUBE) position steady in Q1 2026 at 135 shares worth $4.95K. The position accounts for ﹤0.01% of the portfolio, ranked #3594.

Harbour Investments first reported a position in CUBE in Q1 2021 and has held it in 16 quarters since. The position peaked at $100K in Q3 2021. 483 funds tracked by Wall St. Rank hold CUBE as of Q1 2026.

Harbour Investments held 135 shares of CubeSmart worth $4.95K as of Q1 2026.
Harbour Investments left its CubeSmart share count unchanged in Q1 2026.
CubeSmart made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #3594 holding.
Harbour Investments first reported a position in CubeSmart in Q1 2021 and has held it in 16 quarters since.
Harbour Investments's CubeSmart position peaked at $100K in Q3 2021.
483 funds tracked by Wall St. Rank held CubeSmart as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.