L.M. Kohn & Company’s CubeSmart CUBE Stock Holding History

L.M. Kohn & Company’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 Q3	–	Sell	-5,134	Closed	-$218K	–	168
2025 Q2	$218K	Buy	+5,134	New	+$213K	0.06%	252

Other funds holding CUBE

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

L.M. Kohn & Company's CUBE Position: Q3 2025 in Review

L.M. Kohn & Company sold out of CubeSmart (CUBE) in Q3 2025, closing a stake of 5,134 shares — an estimated $218K sold.

L.M. Kohn & Company first reported a position in CUBE in Q2 2025 and held it in 1 quarter. The position peaked at $218K in Q2 2025. 477 funds tracked by Wall St. Rank hold CUBE as of Q3 2025.

L.M. Kohn & Company reported no remaining CubeSmart position as of Q3 2025 after selling out during the quarter.
L.M. Kohn & Company sold 5,134 CubeSmart shares in Q3 2025, an estimated $218K.
L.M. Kohn & Company first reported a position in CubeSmart in Q2 2025 and held it in 1 quarter.
L.M. Kohn & Company's CubeSmart position peaked at $218K in Q2 2025.
477 funds tracked by Wall St. Rank held CubeSmart as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.