KAS
CUBE icon

Kestra Advisory Services’s CubeSmart CUBE Stock Holding History

Kestra Advisory Services’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 		$5.56M Hold
151,711
– – 0.02% 741
2025
Q4 		$5.47M Buy
151,711
+144,690
+2,061% +$5.5M 0.02% 684
2025
Q3 		$285K Sell
7,021
-462
-6% -$18.8K ﹤0.01% 2489
2025
Q2 		$318K Sell
7,483
-963
-11% -$39.9K ﹤0.01% 2301
2025
Q1 		$361K Buy
8,446
+3,575
+73% +$149K ﹤0.01% 2042
2024
Q4 		$209K Buy
+4,871
New +$234K ﹤0.01% 2462
2024
Q3 		– Sell
-5,885
Closed -$266K – 2593
2024
Q2 		$266K Buy
5,885
+196
+3% +$8.45K ﹤0.01% 2195
2024
Q1 		$260K Buy
+5,689
New +$252K ﹤0.01% 2109

Other funds holding CUBE

BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return