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 Q2	$231K	Sell	5,800 -150	-3%	-$5.97K	0.14%	67
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 $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

Papamarkou Wellner Asset Management's CUBE Position: Q2 2026 in Review

Papamarkou Wellner Asset Management reduced its CubeSmart (CUBE) stake by 2.5% in Q2 2026, selling an estimated $5.97K and leaving 5,800 shares worth $231K. The position accounts for 0.14% of the portfolio, ranked #67.

Papamarkou Wellner Asset Management first reported a position in CUBE in Q4 2024 and has held it in 7 quarters since. The position peaked at $249K in Q4 2024. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

Papamarkou Wellner Asset Management held 5,800 shares of CubeSmart worth $231K as of Q2 2026.
Papamarkou Wellner Asset Management sold 150 CubeSmart shares in Q2 2026, an estimated $5.97K.
CubeSmart made up 0.14% of Papamarkou Wellner Asset Management's portfolio in Q2 2026, its #67 holding.
Papamarkou Wellner Asset Management first reported a position in CubeSmart in Q4 2024 and has held it in 7 quarters since.
Papamarkou Wellner Asset Management's CubeSmart position peaked at $249K in Q4 2024.
519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Papamarkou Wellner Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.