Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s CubeSmart CUBE Stock Holding History

Jacobs Levy Equity Management’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
-28,899
Closed -$1.04M – 983
2025
Q4 		$1.04M Hold
28,899
– – ﹤0.01% 674
2025
Q3 		$1.18M Sell
28,899
-6,452
-18% -$263K ﹤0.01% 687
2025
Q2 		$1.5M Hold
35,351
– – 0.01% 679
2025
Q1 		$1.51M Buy
+35,351
New +$1.48M 0.01% 723

Other funds holding CUBE

BlackRock
BlackRock New York $5.72T 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 $1.56T AUM 27.86% 1-Year Est. Return

Jacobs Levy Equity Management's CUBE Position: Q1 2026 in Review

Jacobs Levy Equity Management sold out of CubeSmart (CUBE) in Q1 2026, closing a stake of 28,899 shares — an estimated $1.04M sold.

Jacobs Levy Equity Management first reported a position in CUBE in Q1 2025 and held it in 4 quarters. The position peaked at $1.51M in Q1 2025. 483 funds tracked by Wall St. Rank hold CUBE as of Q1 2026.

  • Jacobs Levy Equity Management reported no remaining CubeSmart position as of Q1 2026 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 28,899 CubeSmart shares in Q1 2026, an estimated $1.04M.
  • Jacobs Levy Equity Management first reported a position in CubeSmart in Q1 2025 and held it in 4 quarters.
  • Jacobs Levy Equity Management's CubeSmart position peaked at $1.51M in Q1 2025.
  • 483 funds tracked by Wall St. Rank held CubeSmart as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.