Papamarkou Wellner Asset Management’s CubeSmart CUBE Stock Holding History

Papamarkou Wellner Asset 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	$218K	Hold	5,950	–	–	0.13%	73
2025 Q4	$214K	Buy	5,950 +150	+3%	+$5.7K	0.13%	77
2025 Q3	$236K	Hold	5,800	–	–	0.15%	64
2025 Q2	$247K	Hold	5,800	–	–	0.16%	63
2025 Q1	$248K	Hold	5,800	–	–	0.17%	67
2024 Q4	$249K	Buy	+5,800	New	+$278K	0.17%	57

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

Papamarkou Wellner Asset Management's CUBE Position: Q1 2026 in Review

Papamarkou Wellner Asset Management held its CubeSmart (CUBE) position steady in Q1 2026 at 5,950 shares worth $218K. The position accounts for 0.13% of the portfolio, ranked #73.

Papamarkou Wellner Asset Management first reported a position in CUBE in Q4 2024 and has held it in 6 quarters since. The position peaked at $249K in Q4 2024. 483 funds tracked by Wall St. Rank hold CUBE as of Q1 2026.

Papamarkou Wellner Asset Management held 5,950 shares of CubeSmart worth $218K as of Q1 2026.
Papamarkou Wellner Asset Management left its CubeSmart share count unchanged in Q1 2026.
CubeSmart made up 0.13% of Papamarkou Wellner Asset Management's portfolio in Q1 2026, its #73 holding.
Papamarkou Wellner Asset Management first reported a position in CubeSmart in Q4 2024 and has held it in 6 quarters since.
Papamarkou Wellner Asset Management's CubeSmart position peaked at $249K in Q4 2024.
483 funds tracked by Wall St. Rank held CubeSmart as of Q1 2026.

Based on Papamarkou Wellner Asset Management's 13F filing for Q1 2026, filed 15 May 2026.