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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Lido Advisors's CUBE Position: Q2 2026 in Review

Lido Advisors opened a new position in CubeSmart (CUBE) in Q2 2026: 16,680 shares worth $663K. The stake represents ﹤0.01% of the portfolio and ranks #1314 among its holdings. This is a return to the name: Lido Advisors previously reported a position in CUBE as recently as Q4 2023.

Lido Advisors first reported a position in CUBE in Q4 2023 and has held it in 2 quarters since. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • Lido Advisors held 16,680 shares of CubeSmart worth $663K as of Q2 2026.
  • CubeSmart was a new Lido Advisors position in Q2 2026.
  • CubeSmart made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1314 holding.
  • Lido Advisors first reported a position in CubeSmart in Q4 2023 and has held it in 2 quarters since.
  • 519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.