Horizon Investments’s CubeSmart CUBE Stock Holding History

Horizon 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 Q2	$269K	Sell	6,867 -86,332	-93%	-$3.44M	﹤0.01%	962
2026 Q1	$3.37M	Buy	93,199 +89,079	+2,162%	+$3.42M	0.04%	362
2025 Q4	$146K	Buy	+4,120	New	+$157K	﹤0.01%	1014
2023 Q3	–	Sell	-5	Closed	-$223	–	803
2023 Q2	$223	Buy	+5	New	+$227	﹤0.01%	752
2018 Q4	–	Sell	-18,075	Closed	-$516K	–	229
2018 Q3	$516K	Hold	18,075	–	–	0.02%	195
2018 Q2	$582K	Buy	+18,075	New	+$542K	0.03%	184

Other funds holding CUBE

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Horizon Investments's CUBE Position: Q2 2026 in Review

Horizon Investments reduced its CubeSmart (CUBE) stake by 93% in Q2 2026, selling an estimated $3.44M and leaving 6,867 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #962.

Horizon Investments first reported a position in CUBE in Q2 2018 and has held it in 6 quarters since. The position peaked at $3.37M in Q1 2026. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

Horizon Investments held 6,867 shares of CubeSmart worth $269K as of Q2 2026.
Horizon Investments sold 86,332 CubeSmart shares in Q2 2026, an estimated $3.44M.
CubeSmart made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #962 holding.
Horizon Investments first reported a position in CubeSmart in Q2 2018 and has held it in 6 quarters since.
Horizon Investments's CubeSmart position peaked at $3.37M in Q1 2026.
519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.