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Montag & Associates’s CubeSmart CUBE Stock Holding History

Montag & Associates’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
Q4 		– Sell
-663
Closed -$27K – 1012
2025
Q3 		$27K Hold
663
– – ﹤0.01% 665
2025
Q2 		$28.2K Buy
663
+191
+40% +$7.92K ﹤0.01% 650
2025
Q1 		$20.2K Hold
472
– – ﹤0.01% 716
2024
Q4 		$20.2K Hold
472
– – ﹤0.01% 706
2024
Q3 		$25.4K Hold
472
– – ﹤0.01% 705
2024
Q2 		$21.3K Hold
472
– – ﹤0.01% 698
2024
Q1 		$21.6K Buy
+472
New +$20.9K ﹤0.01% 687

Other funds holding CUBE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Montag & Associates's CUBE Position: Q4 2025 in Review

Montag & Associates sold out of CubeSmart (CUBE) in Q4 2025, closing a stake of 663 shares — an estimated $27K sold.

Montag & Associates first reported a position in CUBE in Q1 2024 and held it in 7 quarters. The position peaked at $28.2K in Q2 2025. 465 funds tracked by Wall St. Rank hold CUBE as of Q4 2025.

  • Montag & Associates reported no remaining CubeSmart position as of Q4 2025 after selling out during the quarter.
  • Montag & Associates sold 663 CubeSmart shares in Q4 2025, an estimated $27K.
  • Montag & Associates first reported a position in CubeSmart in Q1 2024 and held it in 7 quarters.
  • Montag & Associates's CubeSmart position peaked at $28.2K in Q2 2025.
  • 465 funds tracked by Wall St. Rank held CubeSmart as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.