Inspire Advisors’s CubeSmart CUBE Stock Holding History

Inspire Advisors’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	$218K	Sell	5,937 -634	-10%	-$24.3K	0.02%	595
2025 Q4	$237K	Buy	6,571 +1,508	+30%	+$57.3K	0.02%	457
2025 Q3	$206K	Sell	5,063 -969	-16%	-$39.5K	0.02%	490
2025 Q2	$256K	Buy	6,032 +1,180	+24%	+$48.9K	0.03%	398
2025 Q1	$207K	Buy	+4,852	New	+$203K	0.02%	399
2024 Q4	–	Sell	-6,975	Closed	-$375K	–	432
2024 Q3	$375K	Buy	+6,975	New	+$346K	0.05%	270
2024 Q2	–	Sell	-4,575	Closed	-$207K	–	401
2024 Q1	$207K	Buy	4,575 +174	+4%	+$7.71K	0.03%	323
2023 Q4	$204K	Buy	+4,401	New	+$173K	0.03%	296
2021 Q1	–	Sell	-682	Closed	-$23K	–	228
2020 Q4	$23K	Buy	+682	New	+$22.8K	0.01%	379

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

Inspire Advisors's CUBE Position: Q1 2026 in Review

Inspire Advisors reduced its CubeSmart (CUBE) stake by 9.6% in Q1 2026, selling an estimated $24.3K and leaving 5,937 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #595.

Inspire Advisors first reported a position in CUBE in Q4 2020 and has held it in 9 quarters since. The position peaked at $375K in Q3 2024. 483 funds tracked by Wall St. Rank hold CUBE as of Q1 2026.

Inspire Advisors held 5,937 shares of CubeSmart worth $218K as of Q1 2026.
Inspire Advisors sold 634 CubeSmart shares in Q1 2026, an estimated $24.3K.
CubeSmart made up 0.02% of Inspire Advisors's portfolio in Q1 2026, its #595 holding.
Inspire Advisors first reported a position in CubeSmart in Q4 2020 and has held it in 9 quarters since.
Inspire Advisors's CubeSmart position peaked at $375K in Q3 2024.
483 funds tracked by Wall St. Rank held CubeSmart as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.