JG
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Joel Greenblatt’s CubeSmart CUBE Stock Holding History

Joel Greenblatt’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 		$13M Buy
327,060
+125,949
+63% +$5.01M 0.03% 735
2026
Q1 		$7.37M Buy
201,111
+141,681
+238% +$5.44M 0.02% 766
2025
Q4 		$2.14M Sell
59,430
-42,187
-42% -$1.6M 0.01% 1019
2025
Q3 		$4.13M Sell
101,617
-23,809
-19% -$970K 0.02% 828
2025
Q2 		$5.33M Buy
+125,426
New +$5.2M 0.03% 647
2025
Q1 		– Sell
-28,099
Closed -$1.2M – 1576
2024
Q4 		$1.2M Sell
28,099
-12,431
-31% -$596K 0.01% 863
2024
Q3 		$2.18M Buy
40,530
+14,676
+57% +$729K 0.02% 702
2024
Q2 		$1.17M Buy
25,854
+14,243
+123% +$614K 0.02% 840
2024
Q1 		$525K Buy
11,611
+6,211
+115% +$275K 0.01% 1031
2023
Q4 		$250K Buy
+5,400
New +$212K ﹤0.01% 1181
2023
Q2 		– Sell
-7,424
Closed -$343K – 1322
2023
Q1 		$343K Buy
7,424
+177
+2% +$7.94K 0.01% 1084
2022
Q4 		$292K Buy
+7,247
New +$292K 0.01% 1039

Other funds holding CUBE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Joel Greenblatt's CUBE Position: Q2 2026 in Review

Joel Greenblatt increased its CubeSmart (CUBE) stake by 63% in Q2 2026, buying an estimated $5.01M and bringing the position to 327,060 shares worth $13M. The position accounts for 0.03% of the portfolio, ranked #735.

Joel Greenblatt first reported a position in CUBE in Q4 2022 and has held it in 12 quarters since. 513 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • Joel Greenblatt held 327,060 shares of CubeSmart worth $13M as of Q2 2026.
  • Joel Greenblatt bought 125,949 CubeSmart shares in Q2 2026, an estimated $5.01M.
  • CubeSmart made up 0.03% of Joel Greenblatt's portfolio in Q2 2026, its #735 holding.
  • Joel Greenblatt first reported a position in CubeSmart in Q4 2022 and has held it in 12 quarters since.
  • 513 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.