Mount Yale Investment Advisors’s CubeSmart CUBE Stock Holding History

Mount Yale Investment 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	–	Sell	-13,280	Closed	-$564K	–	874
2025 Q2	$564K	Sell	13,280 -9,373	-41%	-$389K	0.04%	312
2025 Q1	$967K	Sell	22,653 -158	-0.7%	-$6.6K	0.08%	199
2024 Q4	$977K	Sell	22,811 -5,153	-18%	-$247K	0.08%	205
2024 Q3	$1.51M	Buy	27,964 +3,761	+16%	+$187K	0.14%	152
2024 Q2	$1.09M	Sell	24,203 -4,551	-16%	-$196K	0.09%	190
2024 Q1	$1.3M	Sell	28,754 -4,414	-13%	-$196K	0.1%	185
2023 Q4	$1.54M	Buy	33,168 +7,734	+30%	+$304K	0.15%	147
2023 Q3	$970K	Sell	25,434 -373	-1%	-$15.7K	0.11%	190
2023 Q2	$1.15M	Buy	25,807 +347	+1%	+$15.8K	0.12%	177
2023 Q1	$1.18M	Buy	+25,460	New	+$1.14M	0.13%	160

Other funds holding CUBE

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Mount Yale Investment Advisors's CUBE Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of CubeSmart (CUBE) in Q3 2025, closing a stake of 13,280 shares — an estimated $564K sold.

Mount Yale Investment Advisors first reported a position in CUBE in Q1 2023 and held it in 10 quarters. The position peaked at $1.54M in Q4 2023. 477 funds tracked by Wall St. Rank hold CUBE as of Q3 2025.

Mount Yale Investment Advisors reported no remaining CubeSmart position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 13,280 CubeSmart shares in Q3 2025, an estimated $564K.
Mount Yale Investment Advisors first reported a position in CubeSmart in Q1 2023 and held it in 10 quarters.
Mount Yale Investment Advisors's CubeSmart position peaked at $1.54M in Q4 2023.
477 funds tracked by Wall St. Rank held CubeSmart as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.