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Kapitalo Investimentos’s CubeSmart CUBE Stock Holding History

Kapitalo Investimentos’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
2025
Q1 		– Sell
-4,220
Closed -$181K – 145
2024
Q4 		$181K Buy
+4,220
New +$202K 0.12% 98
2023
Q3 		– Sell
-8,425
Closed -$376K – 574
2023
Q2 		$376K Buy
+8,425
New +$383K 0.07% 148

Other funds holding CUBE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kapitalo Investimentos's CUBE Position: Q1 2025 in Review

Kapitalo Investimentos sold out of CubeSmart (CUBE) in Q1 2025, closing a stake of 4,220 shares — an estimated $181K sold.

Kapitalo Investimentos first reported a position in CUBE in Q2 2023 and held it in 2 quarters. The position peaked at $376K in Q2 2023. 442 funds tracked by Wall St. Rank hold CUBE as of Q1 2025.

  • Kapitalo Investimentos reported no remaining CubeSmart position as of Q1 2025 after selling out during the quarter.
  • Kapitalo Investimentos sold 4,220 CubeSmart shares in Q1 2025, an estimated $181K.
  • Kapitalo Investimentos first reported a position in CubeSmart in Q2 2023 and held it in 2 quarters.
  • Kapitalo Investimentos's CubeSmart position peaked at $376K in Q2 2023.
  • 442 funds tracked by Wall St. Rank held CubeSmart as of Q1 2025.

Based on Kapitalo Investimentos's 13F filing for Q1 2025, filed 7 May 2025.