New York Life Investment Management’s CubeSmart CUBE Stock Holding History

New York Life 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 Q2	$1.19M	Buy	29,940 +1,919	+7%	+$76.4K	0.01%	659
2026 Q1	$1.03M	Buy	28,021 +8,015	+40%	+$307K	0.01%	663
2025 Q4	$721K	Sell	20,006 -3,043	-13%	-$116K	0.01%	673
2025 Q3	$937K	Sell	23,049 -555	-2%	-$22.6K	0.01%	672
2025 Q2	$1M	Sell	23,604 -545	-2%	-$22.6K	0.01%	645
2025 Q1	$1.03M	Buy	24,149 +376	+2%	+$15.7K	0.01%	640
2024 Q4	$1.02M	Sell	23,773 -2,032	-8%	-$97.4K	0.01%	655
2024 Q3	$1.39M	Sell	25,805 -1,480	-5%	-$73.5K	0.01%	638
2024 Q2	$1.23M	Buy	27,285 +2,479	+10%	+$107K	0.01%	643
2024 Q1	$1.12M	Sell	24,806 -662	-3%	-$29.4K	0.01%	648
2023 Q4	$1.18M	Buy	+25,468	New	+$1M	0.01%	625

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

New York Life Investment Management's CUBE Position: Q2 2026 in Review

New York Life Investment Management increased its CubeSmart (CUBE) stake by 6.8% in Q2 2026, buying an estimated $76.4K and bringing the position to 29,940 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #659.

New York Life Investment Management first reported a position in CUBE in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.39M in Q3 2024. 341 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

New York Life Investment Management held 29,940 shares of CubeSmart worth $1.19M as of Q2 2026.
New York Life Investment Management bought 1,919 CubeSmart shares in Q2 2026, an estimated $76.4K.
CubeSmart made up 0.01% of New York Life Investment Management's portfolio in Q2 2026, its #659 holding.
New York Life Investment Management first reported a position in CubeSmart in Q4 2023 and has held it in 11 quarters since.
New York Life Investment Management's CubeSmart position peaked at $1.39M in Q3 2024.
341 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.