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 Q2	–	Sell	-309,000	Closed	-$11.3M	–	63
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Nicola Wealth Management's CUBE Position: Q2 2026 in Review

Nicola Wealth Management sold out of CubeSmart (CUBE) in Q2 2026, closing a stake of 309,000 shares — an estimated $11.3M sold.

Nicola Wealth Management first reported a position in CUBE in Q1 2023 and held it in 13 quarters. The position peaked at $19.1M in Q3 2024. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

Nicola Wealth Management reported no remaining CubeSmart position as of Q2 2026 after selling out during the quarter.
Nicola Wealth Management sold 309,000 CubeSmart shares in Q2 2026, an estimated $11.3M.
Nicola Wealth Management first reported a position in CubeSmart in Q1 2023 and held it in 13 quarters.
Nicola Wealth Management's CubeSmart position peaked at $19.1M in Q3 2024.
519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Nicola Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.