Lido Advisors
CUBE icon

Lido Advisors’s CubeSmart CUBE Stock Holding History

Lido 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
Q3 		$562K Sell
14,947
-1,733
-10% -$70K ﹤0.01% 1408
2026
Q2 		$663K Buy
+16,680
New +$664K ﹤0.01% 1314
2024
Q1 		– Sell
-4,348
Closed -$204K – 1407
2023
Q4 		$204K Buy
+4,348
New +$171K ﹤0.01% 1210

Other funds holding CUBE

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.54B AUM 4.99% 1-Year Est. Return

Lido Advisors's CUBE Position: Q3 2026 in Review

Lido Advisors reduced its CubeSmart (CUBE) stake by 10% in Q3 2026, selling an estimated $70K and leaving 14,947 shares worth $562K. The position accounts for ﹤0.01% of the portfolio, ranked #1408.

Lido Advisors first reported a position in CUBE in Q4 2023 and has held it in 3 quarters since. The position peaked at $663K in Q2 2026. 377 funds tracked by Wall St. Rank hold CUBE as of Q3 2026.

  • Lido Advisors held 14,947 shares of CubeSmart worth $562K as of Q3 2026.
  • Lido Advisors sold 1,733 CubeSmart shares in Q3 2026, an estimated $70K.
  • CubeSmart made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #1408 holding.
  • Lido Advisors first reported a position in CubeSmart in Q4 2023 and has held it in 3 quarters since.
  • Lido Advisors's CubeSmart position peaked at $663K in Q2 2026.
  • 377 funds tracked by Wall St. Rank held CubeSmart as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.