Moran Wealth Management’s CubeSmart CUBE Stock Holding History

Moran Wealth Management’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	$945K	Sell	25,788 -7,019	-21%	-$269K	0.03%	376
2025 Q4	$1.18M	Buy	32,807 +1,624	+5%	+$61.7K	0.04%	343
2025 Q3	$1.27M	Sell	31,183 -339	-1%	-$13.8K	0.04%	320
2025 Q2	$1.34M	Buy	31,522 +270	+0.9%	+$11.2K	0.04%	307
2025 Q1	$1.33M	Buy	31,252 +58	+0.2%	+$2.42K	0.04%	291
2024 Q4	$1.34M	Sell	31,194 -316	-1%	-$15.1K	0.04%	271
2024 Q3	$1.7M	Sell	31,510 -38	-0.1%	-$1.89K	0.05%	267
2024 Q2	$1.43M	Sell	31,548 -1,085	-3%	-$46.8K	0.05%	267
2024 Q1	$1.48M	Sell	32,633 -1,321	-4%	-$58.6K	0.05%	271
2023 Q4	$1.57M	Sell	33,954 -2,173	-6%	-$85.4K	0.06%	267
2023 Q3	$1.38M	Buy	36,127 +29,176	+420%	+$1.23M	0.05%	238
2023 Q2	$310K	Buy	+6,951	New	+$316K	0.01%	339

Other funds holding CUBE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

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

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

Moran Wealth Management's CUBE Position: Q1 2026 in Review

Moran Wealth Management reduced its CubeSmart (CUBE) stake by 21% in Q1 2026, selling an estimated $269K and leaving 25,788 shares worth $945K. The position accounts for 0.03% of the portfolio, ranked #376.

Moran Wealth Management first reported a position in CUBE in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.7M in Q3 2024. 483 funds tracked by Wall St. Rank hold CUBE as of Q1 2026.

Moran Wealth Management held 25,788 shares of CubeSmart worth $945K as of Q1 2026.
Moran Wealth Management sold 7,019 CubeSmart shares in Q1 2026, an estimated $269K.
CubeSmart made up 0.03% of Moran Wealth Management's portfolio in Q1 2026, its #376 holding.
Moran Wealth Management first reported a position in CubeSmart in Q2 2023 and has held it in 12 quarters since.
Moran Wealth Management's CubeSmart position peaked at $1.7M in Q3 2024.
483 funds tracked by Wall St. Rank held CubeSmart as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.