Lake Street Private Wealth’s CubeSmart CUBE Stock Holding History

Lake Street Private Wealth’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 Q1	–	Sell	-51,342	Closed	-$2.2M	–	251
2024 Q4	$2.2M	Buy	51,342 +3,636	+8%	+$174K	0.35%	67
2024 Q3	$2.57M	Buy	47,706 +3,297	+7%	+$164K	0.41%	66
2024 Q2	$2.01M	Sell	44,409 -94	-0.2%	-$4.05K	0.26%	92
2024 Q1	$2.01M	Buy	44,503 +4,718	+12%	+$209K	0.28%	87
2023 Q4	$1.84M	Buy	39,785 +856	+2%	+$33.6K	0.29%	88
2023 Q3	$1.5M	Buy	38,929 +2,601	+7%	+$110K	0.27%	98
2023 Q2	$1.62M	Buy	36,328 +397	+1%	+$18K	0.29%	99
2023 Q1	$1.66M	Sell	35,931 -700	-2%	-$31.4K	0.31%	95
2022 Q4	$1.47M	Buy	+36,631	New	+$1.47M	0.3%	95

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Lake Street Private Wealth's CUBE Position: Q1 2025 in Review

Lake Street Private Wealth sold out of CubeSmart (CUBE) in Q1 2025, closing a stake of 51,342 shares — an estimated $2.2M sold.

Lake Street Private Wealth first reported a position in CUBE in Q4 2022 and held it in 9 quarters. The position peaked at $2.57M in Q3 2024. 442 funds tracked by Wall St. Rank hold CUBE as of Q1 2025.

Lake Street Private Wealth reported no remaining CubeSmart position as of Q1 2025 after selling out during the quarter.
Lake Street Private Wealth sold 51,342 CubeSmart shares in Q1 2025, an estimated $2.2M.
Lake Street Private Wealth first reported a position in CubeSmart in Q4 2022 and held it in 9 quarters.
Lake Street Private Wealth's CubeSmart position peaked at $2.57M in Q3 2024.
442 funds tracked by Wall St. Rank held CubeSmart as of Q1 2025.

Based on Lake Street Private Wealth's 13F filing for Q1 2025, filed 10 Apr 2025.