KI
CUBE icon

Kula Investments’s CubeSmart CUBE Stock Holding History

Kula Investments’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
2023
Q1 		$1.46M Buy
+31,520
New +$1.41M 0.36% 44

Other funds holding CUBE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kula Investments's CUBE Position: Q1 2023 in Review

Kula Investments opened a new position in CubeSmart (CUBE) in Q1 2023: 31,520 shares worth $1.46M. The stake represents 0.36% of the portfolio and ranks #44 among its holdings.

398 funds tracked by Wall St. Rank hold CUBE as of Q1 2023.

  • Kula Investments held 31,520 shares of CubeSmart worth $1.46M as of Q1 2023.
  • CubeSmart was a new Kula Investments position in Q1 2023.
  • CubeSmart made up 0.36% of Kula Investments's portfolio in Q1 2023, its #44 holding.
  • 398 funds tracked by Wall St. Rank held CubeSmart as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.