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Naples Global Advisors’s CubeSmart CUBE Stock Holding History

Naples Global 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
Q2 		$1.72M Buy
43,227
+1,725
+4% +$68.7K 0.11% 184
2026
Q1 		$1.52M Sell
41,502
-231
-0.6% -$8.86K 0.11% 183
2025
Q4 		$1.5M Buy
41,733
+5,348
+15% +$203K 0.11% 193
2025
Q3 		$1.48M Buy
36,385
+7,890
+28% +$321K 0.12% 191
2025
Q2 		$1.21M Buy
28,495
+2,535
+10% +$105K 0.1% 204
2025
Q1 		$1.11M Sell
25,960
-375
-1% -$15.7K 0.11% 208
2024
Q4 		$1.13M Buy
26,335
+50
+0.2% +$2.4K 0.11% 204
2024
Q3 		$1.41M Buy
26,285
+50
+0.2% +$2.48K 0.13% 184
2024
Q2 		$1.19M Buy
26,235
+1,500
+6% +$64.7K 0.12% 199
2024
Q1 		$1.13M Buy
24,735
+460
+2% +$20.4K 0.12% 200
2023
Q4 		$1.14M Buy
24,275
+4,865
+25% +$191K 0.13% 203
2023
Q3 		$750K Buy
19,410
+7,870
+68% +$332K 0.09% 237
2023
Q2 		$521K Buy
11,540
+375
+3% +$17K 0.06% 270
2023
Q1 		$522K Buy
11,165
+600
+6% +$26.9K 0.07% 273
2022
Q4 		$430K Buy
+10,565
New +$425K 0.05% 286

Other funds holding CUBE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Naples Global Advisors's CUBE Position: Q2 2026 in Review

Naples Global Advisors increased its CubeSmart (CUBE) stake by 4.2% in Q2 2026, buying an estimated $68.7K and bringing the position to 43,227 shares worth $1.72M. The position accounts for 0.11% of the portfolio, ranked #184.

Naples Global Advisors first reported a position in CUBE in Q4 2022 and has held it in 15 quarters since. 518 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • Naples Global Advisors held 43,227 shares of CubeSmart worth $1.72M as of Q2 2026.
  • Naples Global Advisors bought 1,725 CubeSmart shares in Q2 2026, an estimated $68.7K.
  • CubeSmart made up 0.11% of Naples Global Advisors's portfolio in Q2 2026, its #184 holding.
  • Naples Global Advisors first reported a position in CubeSmart in Q4 2022 and has held it in 15 quarters since.
  • 518 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.