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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
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 $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return