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NEOS Investment Management’s CubeSmart CUBE Stock Holding History

NEOS Investment 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
Q1 		$1.55M Buy
42,983
+11,610
+37% +$445K 0.01% 523
2025
Q4 		$1.11M Buy
31,373
+9,460
+43% +$360K 0.01% 536
2025
Q3 		$880K Buy
21,913
+11,110
+103% +$453K 0.01% 535
2025
Q2 		$454K Buy
10,803
+5,917
+121% +$245K 0.01% 560
2025
Q1 		$206K Buy
+4,886
New +$204K ﹤0.01% 586

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VCM
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T. Rowe Price Associates
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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
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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