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Lindenwold Advisors’s CubeSmart CUBE Stock Holding History

Lindenwold 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
2025
Q3 		$840K Buy
20,658
+6,098
+42% +$248K 0.4% 57
2025
Q2 		$619K Buy
14,560
+194
+1% +$8.04K 0.32% 59
2025
Q1 		$614K Buy
14,366
+4,048
+39% +$169K 0.34% 57
2024
Q4 		$442K Buy
10,318
+4,738
+85% +$227K 0.24% 72
2024
Q3 		$300K Buy
5,580
+430
+8% +$21.3K 0.15% 98
2024
Q2 		$233K Sell
5,150
-123
-2% -$5.3K 0.12% 103
2024
Q1 		$238K Buy
+5,273
New +$234K 0.13% 107

Other funds holding CUBE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Lindenwold Advisors's CUBE Position: Q3 2025 in Review

Lindenwold Advisors increased its CubeSmart (CUBE) stake by 42% in Q3 2025, buying an estimated $248K and bringing the position to 20,658 shares worth $840K. The position accounts for 0.4% of the portfolio, ranked #57.

Lindenwold Advisors first reported a position in CUBE in Q1 2024 and has held it in 7 quarters since. 477 funds tracked by Wall St. Rank hold CUBE as of Q3 2025.

  • Lindenwold Advisors held 20,658 shares of CubeSmart worth $840K as of Q3 2025.
  • Lindenwold Advisors bought 6,098 CubeSmart shares in Q3 2025, an estimated $248K.
  • CubeSmart made up 0.4% of Lindenwold Advisors's portfolio in Q3 2025, its #57 holding.
  • Lindenwold Advisors first reported a position in CubeSmart in Q1 2024 and has held it in 7 quarters since.
  • 477 funds tracked by Wall St. Rank held CubeSmart as of Q3 2025.

Based on Lindenwold Advisors's 13F filing for Q3 2025, filed 16 Dec 2025.