MV Capital Management’s CubeSmart CUBE Stock Holding History

MV 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
2025 Q4	–	Sell	-2	Closed	-$82	–	1195
2025 Q3	$82	Hold	2	–	–	﹤0.01%	1024
2025 Q2	$85	Buy	+2	New	+$83	﹤0.01%	1020
2025 Q1	–	Sell	-1	Closed	-$43	–	1070
2024 Q4	$43	Hold	1	–	–	﹤0.01%	1012
2024 Q3	$54	Hold	1	–	–	﹤0.01%	1015
2024 Q2	$46	Hold	1	–	–	﹤0.01%	978
2024 Q1	$46	Buy	+1	New	+$44	﹤0.01%	822

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

Norges Bank Oslo, Norway $935B 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

MV Capital Management's CUBE Position: Q4 2025 in Review

MV Capital Management sold out of CubeSmart (CUBE) in Q4 2025, closing a stake of 2 shares — an estimated $82 sold.

MV Capital Management first reported a position in CUBE in Q1 2024 and held it in 6 quarters. The position peaked at $85 in Q2 2025. 463 funds tracked by Wall St. Rank hold CUBE as of Q4 2025.

MV Capital Management reported no remaining CubeSmart position as of Q4 2025 after selling out during the quarter.
MV Capital Management sold 2 CubeSmart shares in Q4 2025, an estimated $82.
MV Capital Management first reported a position in CubeSmart in Q1 2024 and held it in 6 quarters.
MV Capital Management's CubeSmart position peaked at $85 in Q2 2025.
463 funds tracked by Wall St. Rank held CubeSmart as of Q4 2025.

Based on MV Capital Management's 13F filing for Q4 2025, filed 23 Feb 2026.