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NewSquare Capital’s CubeSmart CUBE Stock Holding History

NewSquare Capital’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
2025
Q3 		– Sell
-21
Closed -$893 – 421
2025
Q2 		$893 Buy
21
+7
+50% +$290 ﹤0.01% 1066
2025
Q1 		$598 Buy
14
+4
+40% +$167 ﹤0.01% 1001
2024
Q4 		$429 Buy
+10
New +$479 ﹤0.01% 739

Other funds holding CUBE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

NewSquare Capital's CUBE Position: Q3 2025 in Review

NewSquare Capital sold out of CubeSmart (CUBE) in Q3 2025, closing a stake of 21 shares — an estimated $893 sold.

NewSquare Capital first reported a position in CUBE in Q4 2024 and held it in 3 quarters. The position peaked at $893 in Q2 2025. 478 funds tracked by Wall St. Rank hold CUBE as of Q3 2025.

  • NewSquare Capital reported no remaining CubeSmart position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 21 CubeSmart shares in Q3 2025, an estimated $893.
  • NewSquare Capital first reported a position in CubeSmart in Q4 2024 and held it in 3 quarters.
  • NewSquare Capital's CubeSmart position peaked at $893 in Q2 2025.
  • 478 funds tracked by Wall St. Rank held CubeSmart as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.