Northwest & Ethical Investments’s CubeSmart CUBE Stock Holding History

Northwest & Ethical Investments’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
2021 Q4	–	Sell	-50,070	Closed	-$2.43M	–	409
2021 Q3	$2.43M	Hold	50,070	–	–	0.08%	223
2021 Q2	$2.32M	Buy	50,070 +11,380	+29%	+$491K	0.08%	227
2021 Q1	$1.46M	Sell	38,690 -13,350	-26%	-$481K	0.05%	301
2020 Q4	$1.75M	Buy	52,040 +5,080	+11%	+$170K	0.07%	270
2020 Q3	$1.52M	Hold	46,960	–	–	0.07%	268
2020 Q2	$1.27M	Buy	46,960 +2,490	+6%	+$65.8K	0.06%	286
2020 Q1	$1.19M	Buy	+44,470	New	+$1.34M	0.07%	273
2019 Q4	–	Sell	-55,996	Closed	-$1.95M	–	375
2019 Q3	$1.95M	Hold	55,996	–	–	0.1%	254
2019 Q2	$1.87M	Buy	55,996 +620	+1%	+$20.4K	0.09%	264
2019 Q1	$1.77M	Hold	55,376	–	–	0.09%	273
2018 Q4	$1.59M	Buy	55,376 +27,396	+98%	+$805K	0.09%	268
2018 Q3	$798K	Buy	27,980 +2,240	+9%	+$68.5K	0.05%	303
2018 Q2	$829K	Buy	+25,740	New	+$771K	0.06%	290

Other funds holding CUBE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwest & Ethical Investments's CUBE Position: Q4 2021 in Review

Northwest & Ethical Investments sold out of CubeSmart (CUBE) in Q4 2021, closing a stake of 50,070 shares — an estimated $2.43M sold.

Northwest & Ethical Investments first reported a position in CUBE in Q2 2018 and held it in 13 quarters. The position peaked at $2.43M in Q3 2021. 389 funds tracked by Wall St. Rank hold CUBE as of Q4 2021.

Northwest & Ethical Investments reported no remaining CubeSmart position as of Q4 2021 after selling out during the quarter.
Northwest & Ethical Investments sold 50,070 CubeSmart shares in Q4 2021, an estimated $2.43M.
Northwest & Ethical Investments first reported a position in CubeSmart in Q2 2018 and held it in 13 quarters.
Northwest & Ethical Investments's CubeSmart position peaked at $2.43M in Q3 2021.
389 funds tracked by Wall St. Rank held CubeSmart as of Q4 2021.

Based on Northwest & Ethical Investments's 13F filing for Q4 2021, filed 9 Jul 2025.