Optima Capital’s CubeSmart CUBE Stock Holding History

Optima 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
2026 Q1	–	Sell	-14	Closed	-$505	–	410
2025 Q4	$505	Buy	+14	New	+$532	﹤0.01%	1228

Other funds holding CUBE

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Optima Capital's CUBE Position: Q1 2026 in Review

Optima Capital sold out of CubeSmart (CUBE) in Q1 2026, closing a stake of 14 shares — an estimated $505 sold.

Optima Capital first reported a position in CUBE in Q4 2025 and held it in 1 quarter. The position peaked at $505 in Q4 2025. 483 funds tracked by Wall St. Rank hold CUBE as of Q1 2026.

Optima Capital reported no remaining CubeSmart position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 14 CubeSmart shares in Q1 2026, an estimated $505.
Optima Capital first reported a position in CubeSmart in Q4 2025 and held it in 1 quarter.
Optima Capital's CubeSmart position peaked at $505 in Q4 2025.
483 funds tracked by Wall St. Rank held CubeSmart as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.