NWM
CUBE icon

Nicola Wealth Management’s CubeSmart CUBE Stock Holding History

Nicola Wealth 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 		$11.3M Hold
309,000
– – 1.36% 39
2025
Q4 		$11.1M Hold
309,000
– – 1.01% 38
2025
Q3 		$12.6M Sell
309,000
-11,300
-4% -$460K 1.12% 33
2025
Q2 		$13.6M Buy
320,300
+31,300
+11% +$1.3M 1.28% 30
2025
Q1 		$12.3M Hold
289,000
– – 1.2% 33
2024
Q4 		$12.4M Sell
289,000
-65,000
-18% -$3.12M 1.17% 36
2024
Q3 		$19.1M Hold
354,000
– – 1.51% 27
2024
Q2 		$16M Sell
354,000
-17,713
-5% -$764K 1.43% 27
2024
Q1 		$17.1M Buy
371,713
+6,100
+2% +$270K 1.66% 23
2023
Q4 		$17.1M Buy
365,613
+48,300
+15% +$1.9M 1.8% 23
2023
Q3 		$12.3M Buy
317,313
+47,653
+18% +$2.01M 1.32% 29
2023
Q2 		$12M Sell
269,660
-20,440
-7% -$928K 1.18% 32
2023
Q1 		$13.4M Buy
+290,100
New +$13M 1.32% 25

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