InceptionR’s CubeSmart CUBE Stock Holding History

InceptionR’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	–	Sell	-9,018	Closed	-$326K	–	699
2026 Q1	$326K	Buy	+9,018	New	+$346K	0.08%	454
2025 Q4	–	Sell	-15,197	Closed	-$610K	–	656
2025 Q3	$610K	Buy	+15,197	New	+$619K	0.15%	257
2025 Q2	–	Sell	-20,414	Closed	-$861K	–	689
2025 Q1	$861K	Buy	20,414 +13,169	+182%	+$550K	0.26%	142
2024 Q4	$310K	Sell	7,245 -18,102	-71%	-$868K	0.07%	444
2024 Q3	$1.35M	Sell	25,347 -4,772	-16%	-$237K	0.33%	67
2024 Q2	$1.35M	Buy	+30,119	New	+$1.3M	0.38%	53
2023 Q3	–	Sell	-19,232	Closed	-$859K	–	431
2023 Q2	$859K	Buy	19,232 +9,733	+102%	+$442K	0.46%	45
2023 Q1	$439K	Sell	9,499 -11,925	-56%	-$535K	0.14%	277
2022 Q4	$862K	Buy	+21,424	New	+$862K	0.45%	55

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 $3.37T AUM 44.26% 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

InceptionR's CUBE Position: Q2 2026 in Review

InceptionR sold out of CubeSmart (CUBE) in Q2 2026, closing a stake of 9,018 shares — an estimated $326K sold.

InceptionR first reported a position in CUBE in Q4 2022 and held it in 9 quarters. The position peaked at $1.35M in Q3 2024. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

InceptionR reported no remaining CubeSmart position as of Q2 2026 after selling out during the quarter.
InceptionR sold 9,018 CubeSmart shares in Q2 2026, an estimated $326K.
InceptionR first reported a position in CubeSmart in Q4 2022 and held it in 9 quarters.
InceptionR's CubeSmart position peaked at $1.35M in Q3 2024.
519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.