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CUBE icon

NewEdge Advisors’s CubeSmart CUBE Stock Holding History

NewEdge 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 		$15.5K Buy
422
+5
+1% +$192 ﹤0.01% 3272
2025
Q4 		$15K Buy
417
+6
+1% +$228 ﹤0.01% 3339
2025
Q3 		$16.7K Buy
411
+5
+1% +$204 ﹤0.01% 3177
2025
Q2 		$17.3K Buy
406
+5
+1% +$207 ﹤0.01% 3001
2025
Q1 		$17.1K Buy
401
+5
+1% +$209 ﹤0.01% 2917
2024
Q4 		$17K Buy
396
+4
+1% +$192 ﹤0.01% 2856
2024
Q3 		$21.1K Buy
392
+278
+244% +$13.8K ﹤0.01% 2702
2024
Q2 		$5.15K Sell
114
-77
-40% -$3.32K ﹤0.01% 3089
2024
Q1 		$8.64K Sell
191
-333
-64% -$14.8K ﹤0.01% 2945
2023
Q4 		$24.3K Sell
524
-2,365
-82% -$92.9K ﹤0.01% 2500
2023
Q3 		$110K Buy
2,889
+4
+0.1% +$169 ﹤0.01% 1800
2023
Q2 		$129K Buy
2,885
+515
+22% +$23.4K ﹤0.01% 1774
2023
Q1 		$110K Sell
2,370
-2,797
-54% -$125K ﹤0.01% 1720
2022
Q4 		$123K Buy
+5,167
New +$208K ﹤0.01% 1361
2022
Q1 		– Sell
-18,218
Closed -$1.04M – 1249
2021
Q4 		$1.04M Sell
18,218
-1,239
-6% -$66.6K 0.02% 710
2021
Q3 		$943K Buy
+19,457
New +$982K 0.02% 542
2020
Q3 		– Sell
-8,836
Closed -$238K – 933
2020
Q2 		$238K Sell
8,836
-6,013
-40% -$159K 0.01% 730
2020
Q1 		$398K Buy
+14,849
New +$446K 0.02% 517
2018
Q3 		– Sell
-8,724
Closed -$280 – 656
2018
Q2 		$280 Sell
8,724
-692
-7% -$20.7K 0.03% 427
2018
Q1 		$262K Buy
+9,416
New +$257K 0.03% 386

Other funds holding CUBE

BlackRock
BlackRock New York $5.72T 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 $1.56T AUM 27.86% 1-Year Est. Return

NewEdge Advisors's CUBE Position: Q1 2026 in Review

NewEdge Advisors increased its CubeSmart (CUBE) stake by 1.2% in Q1 2026, buying an estimated $192 and bringing the position to 422 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3272.

NewEdge Advisors first reported a position in CUBE in Q1 2018 and has held it in 20 quarters since. The position peaked at $1.04M in Q4 2021. 483 funds tracked by Wall St. Rank hold CUBE as of Q1 2026.

  • NewEdge Advisors held 422 shares of CubeSmart worth $15.5K as of Q1 2026.
  • NewEdge Advisors bought 5 CubeSmart shares in Q1 2026, an estimated $192.
  • CubeSmart made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3272 holding.
  • NewEdge Advisors first reported a position in CubeSmart in Q1 2018 and has held it in 20 quarters since.
  • NewEdge Advisors's CubeSmart position peaked at $1.04M in Q4 2021.
  • 483 funds tracked by Wall St. Rank held CubeSmart as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.