Knollwood Investment Advisory’s CubeSmart CUBE Stock Holding History

Knollwood Investment Advisory’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	$301K	Hold	8,209	–	–	0.03%	265
2025 Q4	$296K	Hold	8,209	–	–	0.03%	280
2025 Q3	$334K	Hold	8,209	–	–	0.03%	302
2025 Q2	$349K	Hold	8,209	–	–	0.03%	293
2025 Q1	$351K	Hold	8,209	–	–	0.04%	293
2024 Q4	$352K	Hold	8,209	–	–	0.04%	290
2024 Q3	$442K	Sell	8,209 -3,066	-27%	-$152K	0.05%	277
2024 Q2	$509K	Buy	+11,275	New	+$486K	0.06%	253

Other funds holding CUBE

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Knollwood Investment Advisory's CUBE Position: Q1 2026 in Review

Knollwood Investment Advisory held its CubeSmart (CUBE) position steady in Q1 2026 at 8,209 shares worth $301K. The position accounts for 0.03% of the portfolio, ranked #265.

Knollwood Investment Advisory first reported a position in CUBE in Q2 2024 and has held it in 8 quarters since. The position peaked at $509K in Q2 2024. 484 funds tracked by Wall St. Rank hold CUBE as of Q1 2026.

Knollwood Investment Advisory held 8,209 shares of CubeSmart worth $301K as of Q1 2026.
Knollwood Investment Advisory left its CubeSmart share count unchanged in Q1 2026.
CubeSmart made up 0.03% of Knollwood Investment Advisory's portfolio in Q1 2026, its #265 holding.
Knollwood Investment Advisory first reported a position in CubeSmart in Q2 2024 and has held it in 8 quarters since.
Knollwood Investment Advisory's CubeSmart position peaked at $509K in Q2 2024.
484 funds tracked by Wall St. Rank held CubeSmart as of Q1 2026.

Based on Knollwood Investment Advisory's 13F filing for Q1 2026, filed 14 May 2026.