Mather Group’s CubeSmart CUBE Stock Holding History

Mather Group’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	$18.9K	Hold	476	–	–	﹤0.01%	1340
2026 Q1	$17.4K	Buy	+476	New	+$18.3K	﹤0.01%	1305
2025 Q4	–	Sell	-476	Closed	-$19.4K	–	867
2025 Q3	$19.4K	Buy	+476	New	+$19.4K	﹤0.01%	1128
2025 Q2	–	Sell	-505	Closed	-$21.6K	–	857
2025 Q1	$21.6K	Sell	505 -6	-1%	-$251	﹤0.01%	1079
2024 Q4	$21.9K	Hold	511	–	–	﹤0.01%	1061
2024 Q3	$27.5K	Sell	511 -30	-6%	-$1.49K	﹤0.01%	1001
2024 Q2	$24.5K	Sell	541 -15	-3%	-$647	﹤0.01%	1220
2024 Q1	$25.8K	Buy	+556	New	+$24.6K	﹤0.01%	1004

Other funds holding CUBE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Mather Group's CUBE Position: Q2 2026 in Review

Mather Group held its CubeSmart (CUBE) position steady in Q2 2026 at 476 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1340.

Mather Group first reported a position in CUBE in Q1 2024 and has held it in 8 quarters since. The position peaked at $27.5K in Q3 2024. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

Mather Group held 476 shares of CubeSmart worth $18.9K as of Q2 2026.
Mather Group left its CubeSmart share count unchanged in Q2 2026.
CubeSmart made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1340 holding.
Mather Group first reported a position in CubeSmart in Q1 2024 and has held it in 8 quarters since.
Mather Group's CubeSmart position peaked at $27.5K in Q3 2024.
519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.