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 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Horizon Investments's CUBE Position: Q1 2026 in Review

Horizon Investments increased its CubeSmart (CUBE) stake by 2,162% in Q1 2026, buying an estimated $3.42M and bringing the position to 93,199 shares worth $3.37M. The position accounts for 0.04% of the portfolio, ranked #362.

Horizon Investments first reported a position in CUBE in Q2 2018 and has held it in 5 quarters since. 484 funds tracked by Wall St. Rank hold CUBE as of Q1 2026.

Horizon Investments held 93,199 shares of CubeSmart worth $3.37M as of Q1 2026.
Horizon Investments bought 89,079 CubeSmart shares in Q1 2026, an estimated $3.42M.
CubeSmart made up 0.04% of Horizon Investments's portfolio in Q1 2026, its #362 holding.
Horizon Investments first reported a position in CubeSmart in Q2 2018 and has held it in 5 quarters since.
484 funds tracked by Wall St. Rank held CubeSmart as of Q1 2026.

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