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Jefferies Financial Group’s CubeSmart CUBE Stock Holding History

Jefferies Financial Group’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
-42,634
Closed -$1.54M – 1829
2025
Q4 		$1.54M Buy
+42,634
New +$1.62M 0.01% 914
2025
Q2 		– Sell
-8,258
Closed -$353K – 1395
2025
Q1 		$353K Buy
+8,258
New +$345K ﹤0.01% 1168

Other funds holding CUBE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
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

Jefferies Financial Group's CUBE Position: Q1 2026 in Review

Jefferies Financial Group sold out of CubeSmart (CUBE) in Q1 2026, closing a stake of 42,634 shares — an estimated $1.54M sold.

Jefferies Financial Group first reported a position in CUBE in Q1 2025 and held it in 2 quarters. The position peaked at $1.54M in Q4 2025. 484 funds tracked by Wall St. Rank hold CUBE as of Q1 2026.

  • Jefferies Financial Group reported no remaining CubeSmart position as of Q1 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 42,634 CubeSmart shares in Q1 2026, an estimated $1.54M.
  • Jefferies Financial Group first reported a position in CubeSmart in Q1 2025 and held it in 2 quarters.
  • Jefferies Financial Group's CubeSmart position peaked at $1.54M in Q4 2025.
  • 484 funds tracked by Wall St. Rank held CubeSmart as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.