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Operose Advisors’s CubeSmart CUBE Stock Holding History

Operose 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 		– Sell
-8
Closed -$288 – 607
2025
Q4 		$288 Hold
8
– – ﹤0.01% 468
2025
Q3 		$325 Buy
+8
New +$326 ﹤0.01% 439
2025
Q1 		– Sell
-88
Closed -$3.77K – 408
2024
Q4 		$3.77K Sell
88
-1,602
-95% -$76.8K ﹤0.01% 369
2024
Q3 		$91K Buy
+1,690
New +$83.9K 0.03% 206
2024
Q2 		– Sell
-145
Closed -$6.56K – 585
2024
Q1 		$6.56K Buy
+145
New +$6.43K ﹤0.01% 526

Other funds holding CUBE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Operose Advisors's CUBE Position: Q1 2026 in Review

Operose Advisors sold out of CubeSmart (CUBE) in Q1 2026, closing a stake of 8 shares — an estimated $288 sold.

Operose Advisors first reported a position in CUBE in Q1 2024 and held it in 5 quarters. The position peaked at $91K in Q3 2024. 487 funds tracked by Wall St. Rank hold CUBE as of Q1 2026.

  • Operose Advisors reported no remaining CubeSmart position as of Q1 2026 after selling out during the quarter.
  • Operose Advisors sold 8 CubeSmart shares in Q1 2026, an estimated $288.
  • Operose Advisors first reported a position in CubeSmart in Q1 2024 and held it in 5 quarters.
  • Operose Advisors's CubeSmart position peaked at $91K in Q3 2024.
  • 487 funds tracked by Wall St. Rank held CubeSmart as of Q1 2026.

Based on Operose Advisors's 13F filing for Q1 2026, filed 12 May 2026.