Mutual of America Capital Management’s CubeSmart CUBE Stock Holding History

Mutual of America Capital 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 Q2	$3.34M	Sell	84,050 -3,338	-4%	-$133K	0.03%	586
2026 Q1	$3.2M	Sell	87,388 -7,514	-8%	-$288K	0.04%	555
2025 Q4	$3.42M	Sell	94,902 -10,411	-10%	-$396K	0.04%	573
2025 Q3	$4.28M	Sell	105,313 -8,049	-7%	-$328K	0.05%	502
2025 Q2	$4.82M	Sell	113,362 -3,035	-3%	-$126K	0.05%	453
2025 Q1	$4.97M	Sell	116,397 -3,067	-3%	-$128K	0.06%	425
2024 Q4	$5.12M	Sell	119,464 -2,247	-2%	-$108K	0.06%	439
2024 Q3	$6.55M	Sell	121,711 -7,097	-6%	-$352K	0.07%	337
2024 Q2	$5.82M	Sell	128,808 -5,171	-4%	-$223K	0.06%	371
2024 Q1	$6.06M	Sell	133,979 -4,936	-4%	-$219K	0.07%	368
2023 Q4	$6.44M	Sell	138,915 -7,185	-5%	-$282K	0.07%	303
2023 Q3	$5.57M	Sell	146,100 -17,461	-11%	-$737K	0.07%	334
2023 Q2	$7.3M	Sell	163,561 -17,063	-9%	-$775K	0.08%	252
2023 Q1	$8.35M	Sell	180,624 -3,794	-2%	-$170K	0.1%	206
2022 Q4	$7.42M	Buy	+184,418	New	+$7.42M	0.09%	248
2017 Q4	–	Sell	-115,533	Closed	-$3M	–	1210
2017 Q3	$3M	Sell	115,533 -11,600	-9%	-$287K	0.05%	639
2017 Q2	$3.06M	Sell	127,133 -4,415	-3%	-$112K	0.05%	604
2017 Q1	$3.42M	Sell	131,548 -3,130	-2%	-$82.2K	0.06%	536
2016 Q4	$3.6M	Sell	134,678 -675	-0.5%	-$17.3K	0.07%	478
2016 Q3	$3.69M	Hold	135,353	–	–	0.07%	432
2016 Q2	$4.18M	Hold	135,353	–	–	0.09%	311
2016 Q1	$4.51M	Buy	135,353 +26,200	+24%	+$805K	0.1%	260
2015 Q4	$3.34M	Buy	+109,153	New	+$3.13M	0.08%	380

Other funds holding CUBE

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

Norges Bank Oslo, Norway $1T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

ACM

AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return

Mutual of America Capital Management's CUBE Position: Q2 2026 in Review

Mutual of America Capital Management reduced its CubeSmart (CUBE) stake by 3.8% in Q2 2026, selling an estimated $133K and leaving 84,050 shares worth $3.34M. The position accounts for 0.03% of the portfolio, ranked #586.

Mutual of America Capital Management first reported a position in CUBE in Q4 2015 and has held it in 23 quarters since. The position peaked at $8.35M in Q1 2023. 330 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

Mutual of America Capital Management held 84,050 shares of CubeSmart worth $3.34M as of Q2 2026.
Mutual of America Capital Management sold 3,338 CubeSmart shares in Q2 2026, an estimated $133K.
CubeSmart made up 0.03% of Mutual of America Capital Management's portfolio in Q2 2026, its #586 holding.
Mutual of America Capital Management first reported a position in CubeSmart in Q4 2015 and has held it in 23 quarters since.
Mutual of America Capital Management's CubeSmart position peaked at $8.35M in Q1 2023.
330 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Mutual of America Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.