Lindbrook Capital’s CubeSmart CUBE Stock Holding History

Lindbrook Capital’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	$39K	Buy	914 +520	+132%	+$21.7K	﹤0.01%	1103
2024 Q4	$16.9K	Hold	394	–	–	﹤0.01%	1380
2024 Q3	$21.2K	Hold	394	–	–	﹤0.01%	1269
2024 Q2	$17.8K	Buy	394 +47	+14%	+$2.03K	﹤0.01%	1310
2024 Q1	$15.7K	Buy	347 +22	+7%	+$975	﹤0.01%	1337
2023 Q4	$15.1K	Sell	325 -43	-12%	-$1.69K	﹤0.01%	1338
2023 Q3	$14K	Buy	368 +32	+10%	+$1.35K	﹤0.01%	1240
2023 Q2	$15K	Hold	336	–	–	﹤0.01%	1238
2023 Q1	$15.5K	Hold	336	–	–	﹤0.01%	1196
2022 Q4	$13.5K	Sell	336 -21	-6%	-$845	﹤0.01%	1280
2022 Q3	$14K	Sell	357 -18	-5%	-$811	﹤0.01%	1158
2022 Q2	$16K	Sell	375 -29	-7%	-$1.33K	﹤0.01%	1057
2022 Q1	$21K	Buy	404 +21	+5%	+$1.06K	﹤0.01%	977
2021 Q4	$22K	Buy	383 +10	+3%	+$538	﹤0.01%	984
2021 Q3	$18K	Buy	373 +49	+15%	+$2.47K	﹤0.01%	780
2021 Q2	$15K	Hold	324	–	–	﹤0.01%	886
2021 Q1	$12K	Buy	324 +26	+9%	+$936	﹤0.01%	936
2020 Q4	$10K	Hold	298	–	–	﹤0.01%	896
2020 Q3	$10K	Hold	298	–	–	﹤0.01%	826
2020 Q2	$8K	Sell	298 -170	-36%	-$4.49K	﹤0.01%	894
2020 Q1	$13K	Buy	+468	New	+$14.1K	﹤0.01%	679

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 $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lindbrook Capital's CUBE Position: Q1 2025 in Review

Lindbrook Capital increased its CubeSmart (CUBE) stake by 132% in Q1 2025, buying an estimated $21.7K and bringing the position to 914 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #1103.

Lindbrook Capital first reported a position in CUBE in Q1 2020 and has held it in 21 quarters since. 442 funds tracked by Wall St. Rank hold CUBE as of Q1 2025.

Lindbrook Capital held 914 shares of CubeSmart worth $39K as of Q1 2025.
Lindbrook Capital bought 520 CubeSmart shares in Q1 2025, an estimated $21.7K.
CubeSmart made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1103 holding.
Lindbrook Capital first reported a position in CubeSmart in Q1 2020 and has held it in 21 quarters since.
442 funds tracked by Wall St. Rank held CubeSmart as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.