Knights of Columbus Asset Advisors’s CubeSmart CUBE Stock Holding History

Knights of Columbus Asset Advisors’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	$843K	Sell	21,209 -61,440	-74%	-$2.45M	0.04%	288
2026 Q1	$3.03M	Hold	82,649	–	–	0.17%	133
2025 Q4	$2.98M	Sell	82,649 -11,220	-12%	-$426K	0.17%	131
2025 Q3	$3.82M	Sell	93,869 -4,737	-5%	-$193K	0.22%	111
2025 Q2	$4.19M	Buy	98,606 +29,860	+43%	+$1.24M	0.25%	102
2025 Q1	$2.94M	Sell	68,746 -147	-0.2%	-$6.14K	0.2%	128
2024 Q4	$2.95M	Buy	+68,893	New	+$3.3M	0.19%	143

Other funds holding CUBE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

ACM

AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Knights of Columbus Asset Advisors's CUBE Position: Q2 2026 in Review

Knights of Columbus Asset Advisors reduced its CubeSmart (CUBE) stake by 74% in Q2 2026, selling an estimated $2.45M and leaving 21,209 shares worth $843K. The position accounts for 0.04% of the portfolio, ranked #288.

Knights of Columbus Asset Advisors first reported a position in CUBE in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.19M in Q2 2025. 237 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

Knights of Columbus Asset Advisors held 21,209 shares of CubeSmart worth $843K as of Q2 2026.
Knights of Columbus Asset Advisors sold 61,440 CubeSmart shares in Q2 2026, an estimated $2.45M.
CubeSmart made up 0.04% of Knights of Columbus Asset Advisors's portfolio in Q2 2026, its #288 holding.
Knights of Columbus Asset Advisors first reported a position in CubeSmart in Q4 2024 and has held it in 7 quarters since.
Knights of Columbus Asset Advisors's CubeSmart position peaked at $4.19M in Q2 2025.
237 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Knights of Columbus Asset Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.