Marshall Wace
CUBE icon

Marshall Wace’s CubeSmart CUBE Stock Holding History

Marshall Wace’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
Q1 		– Sell
-18,889
Closed -$681K – 3280
2025
Q4 		$681K Buy
+18,889
New +$718K ﹤0.01% 2113
2025
Q2 		– Sell
-14,400
Closed -$615K – 2785
2025
Q1 		$615K Buy
+14,400
New +$602K ﹤0.01% 1989
2024
Q4 		– Sell
-116,337
Closed -$6.26M – 2648
2024
Q3 		$6.26M Buy
+116,337
New +$5.78M 0.01% 913
2024
Q2 		– Sell
-10,800
Closed -$488K – 2618
2024
Q1 		$488K Buy
+10,800
New +$479K ﹤0.01% 1930
2022
Q1 		– Sell
-300,632
Closed -$17.1M – 3457
2021
Q4 		$17.1M Buy
+300,632
New +$16.2M 0.03% 556
2021
Q1 		– Sell
-6,532
Closed -$220K – 2533
2020
Q4 		$220K Buy
+6,532
New +$219K ﹤0.01% 1729
2020
Q3 		– Sell
-26,270
Closed -$709K – 1629
2020
Q2 		$709K Buy
+26,270
New +$694K 0.01% 1097
2020
Q1 		– Sell
-154,104
Closed -$4.85M – 1688
2019
Q4 		$4.85M Sell
154,104
-224,714
-59% -$7.21M 0.03% 545
2019
Q3 		$13.2M Sell
378,818
-184,584
-33% -$6.44M 0.1% 233
2019
Q2 		$18.8M Buy
563,402
+244,656
+77% +$8.03M 0.16% 138
2019
Q1 		$10.2M Buy
318,746
+256,100
+409% +$7.79M 0.1% 257
2018
Q4 		$1.8M Buy
62,646
+42,814
+216% +$1.26M 0.02% 755
2018
Q3 		$566K Sell
19,832
-171,494
-90% -$5.24M ﹤0.01% 902
2018
Q2 		$6.17M Buy
191,326
+177,520
+1,286% +$5.32M 0.09% 257
2018
Q1 		$389K Buy
+13,806
New +$376K 0.02% 416
2016
Q3 		– Sell
-25,400
Closed -$784K – 975
2016
Q2 		$784K Buy
+25,400
New +$792K 0.01% 755
2015
Q4 		– Sell
-193,784
Closed -$5.27M – 998
2015
Q3 		$5.27M Buy
+193,784
New +$4.96M 0.06% 284

Other funds holding CUBE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Marshall Wace's CUBE Position: Q1 2026 in Review

Marshall Wace sold out of CubeSmart (CUBE) in Q1 2026, closing a stake of 18,889 shares — an estimated $681K sold.

Marshall Wace first reported a position in CUBE in Q3 2015 and held it in 17 quarters. The position peaked at $18.8M in Q2 2019. 483 funds tracked by Wall St. Rank hold CUBE as of Q1 2026.

  • Marshall Wace reported no remaining CubeSmart position as of Q1 2026 after selling out during the quarter.
  • Marshall Wace sold 18,889 CubeSmart shares in Q1 2026, an estimated $681K.
  • Marshall Wace first reported a position in CubeSmart in Q3 2015 and held it in 17 quarters.
  • Marshall Wace's CubeSmart position peaked at $18.8M in Q2 2019.
  • 483 funds tracked by Wall St. Rank held CubeSmart as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.