PFO
CUBE icon

Pathstone Family Office’s CubeSmart CUBE Stock Holding History

Pathstone Family Office’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
2022
Q1 		– Sell
-8,191
Closed -$470K – 981
2021
Q4 		$470K Buy
8,191
+207
+3% +$11.1K 0.01% 576
2021
Q3 		$390K Buy
7,984
+643
+9% +$32.4K 0.01% 595
2021
Q2 		$342K Buy
7,341
+82
+1% +$3.54K 0.01% 597
2021
Q1 		$277K Buy
7,259
+6,924
+2,067% +$249K 0.01% 507
2020
Q4 		$11K Buy
335
+326
+3,622% +$10.9K ﹤0.01% 859
2020
Q3 		$0 Sell
9
-9
-50% -$272 ﹤0.01% 837
2020
Q2 		$0 Buy
+18
New +$476 ﹤0.01% 769
2019
Q2 		– Sell
-143
Closed -$5K – 691
2019
Q1 		$5K Hold
143
– – ﹤0.01% 587
2018
Q4 		$4K Buy
+143
New +$4.2K ﹤0.01% 393

Other funds holding CUBE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return