IA
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IFG Advisory’s CubeSmart CUBE Stock Holding History

IFG Advisory’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 		– Sell
-9,975
Closed -$360K – 434
2025
Q4 		$360K Buy
9,975
+153
+2% +$5.82K 0.02% 589
2025
Q3 		$399K Buy
9,822
+368
+4% +$15K 0.02% 551
2025
Q2 		$402K Buy
9,454
+817
+9% +$33.9K 0.02% 521
2025
Q1 		$369K Buy
8,637
+172
+2% +$7.19K 0.02% 505
2024
Q4 		$363K Buy
+8,465
New +$406K 0.02% 490
2024
Q3 		– Sell
-8,432
Closed -$381K – 429
2024
Q2 		$381K Buy
+8,432
New +$364K 0.02% 453
2024
Q1 		– Sell
-8,662
Closed -$402K – 411
2023
Q4 		$402K Buy
8,662
+372
+4% +$14.6K 0.03% 409
2023
Q3 		$316K Buy
+8,290
New +$350K 0.03% 428

Other funds holding CUBE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return