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Mutual Advisors’s CubeSmart CUBE Stock Holding History

Mutual 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
2026
Q1 		$417K Sell
11,390
-25
-0.2% -$959 0.01% 969
2025
Q4 		$412K Buy
11,415
+3,908
+52% +$149K 0.01% 963
2025
Q3 		$315K Buy
7,507
+973
+15% +$39.6K 0.01% 1034
2025
Q2 		$271K Hold
6,534
– – 0.01% 1009
2025
Q1 		$260K Sell
6,534
-106
-2% -$4.43K 0.01% 942
2024
Q4 		$276K Sell
6,640
-249
-4% -$11.9K 0.01% 909
2024
Q3 		$338K Hold
6,889
– – 0.01% 841
2024
Q2 		$332K Buy
6,889
+51
+0.7% +$2.2K 0.01% 847
2024
Q1 		$309K Hold
6,838
– – 0.01% 856
2023
Q4 		$317K Sell
6,838
-366
-5% -$14.4K 0.01% 809
2023
Q3 		$275K Sell
7,204
-162
-2% -$6.84K 0.01% 809
2023
Q2 		$329K Buy
7,366
+2,074
+39% +$94.2K 0.01% 776
2023
Q1 		$245K Buy
+5,292
New +$237K 0.01% 844
2022
Q2 		– Sell
-3,846
Closed -$200K – 859
2022
Q1 		$200K Buy
3,846
+96
+3% +$4.86K 0.01% 835
2021
Q4 		$213K Buy
+3,750
New +$202K 0.01% 833

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

Mutual Advisors's CUBE Position: Q1 2026 in Review

Mutual Advisors reduced its CubeSmart (CUBE) stake by 0.22% in Q1 2026, selling an estimated $959 and leaving 11,390 shares worth $417K. The position accounts for 0.01% of the portfolio, ranked #969.

Mutual Advisors first reported a position in CUBE in Q4 2021 and has held it in 15 quarters since. 483 funds tracked by Wall St. Rank hold CUBE as of Q1 2026.

  • Mutual Advisors held 11,390 shares of CubeSmart worth $417K as of Q1 2026.
  • Mutual Advisors sold 25 CubeSmart shares in Q1 2026, an estimated $959.
  • CubeSmart made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #969 holding.
  • Mutual Advisors first reported a position in CubeSmart in Q4 2021 and has held it in 15 quarters since.
  • 483 funds tracked by Wall St. Rank held CubeSmart as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.