Perpetual Ltd
CUBE icon

Perpetual Ltd’s CubeSmart CUBE Stock Holding History

Perpetual Ltd’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
Q3 		$856K Sell
22,768
-1,199
-5% -$48.5K 0.01% 237
2026
Q2 		$953K Buy
23,967
+3,230
+16% +$129K 0.01% 235
2026
Q1 		$760K Buy
20,737
+5,230
+34% +$201K 0.01% 253
2025
Q4 		$559K Buy
15,507
+859
+6% +$32.6K 0.01% 292
2025
Q3 		$596K Sell
14,648
-90
-0.6% -$3.67K 0.01% 313
2025
Q2 		$626K Buy
+14,738
New +$611K 0.01% 304
2023
Q3 		– Sell
-35,120
Closed -$1.57M – 461
2023
Q2 		$1.57M Sell
35,120
-1,670
-5% -$75.8K 0.01% 264
2023
Q1 		$1.7M Buy
+36,790
New +$1.65M 0.01% 261
2020
Q3 		$5.69M Buy
+175,975
New +$5.32M 0.41% 103
2020
Q2 		– Sell
-124,345
Closed -$3.33M – 235
2020
Q1 		$3.33M Buy
124,345
+98,907
+389% +$2.97M 0.47% 86
2019
Q4 		$799K Sell
25,438
-44,093
-63% -$1.42M 0.12% 84
2019
Q3 		$2.44M Buy
+69,531
New +$2.43M 0.38% 52
2016
Q4 		– Sell
-53,506
Closed -$1.46M – 135
2016
Q3 		$1.46M Sell
53,506
-61,800
-54% -$1.77M 0.12% 148
2016
Q2 		$3.56M Buy
115,306
+35,547
+45% +$1.11M 0.35% 81
2016
Q1 		$2.66M Buy
79,759
+48,059
+152% +$1.48M 0.27% 89
2015
Q4 		$971K Sell
31,700
-5,500
-15% -$158K 0.11% 122
2015
Q3 		$1.01M Hold
37,200
– – 0.12% 112
2015
Q2 		$862K Sell
37,200
-3,900
-9% -$92K 0.1% 119
2015
Q1 		$993K Hold
41,100
– – 0.11% 119
2014
Q4 		$907K Sell
41,100
-17,000
-29% -$353K 0.11% 151
2014
Q3 		$1.04M Buy
58,100
+23,000
+66% +$425K 0.11% 137
2014
Q2 		$643K Hold
35,100
– – 0.06% 160
2014
Q1 		$602K Buy
+35,100
New +$588K 0.09% 140

Other funds holding CUBE

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
Pacific Heights Asset Management
Pacific Heights Asset Management San Francisco, California $3.1B AUM 37.54% 1-Year Est. Return

Perpetual Ltd's CUBE Position: Q3 2026 in Review

Perpetual Ltd reduced its CubeSmart (CUBE) stake by 5% in Q3 2026, selling an estimated $48.5K and leaving 22,768 shares worth $856K. The position accounts for 0.01% of the portfolio, ranked #237.

Perpetual Ltd first reported a position in CUBE in Q1 2014 and has held it in 23 quarters since. The position peaked at $5.69M in Q3 2020. 189 funds tracked by Wall St. Rank hold CUBE as of Q3 2026.

  • Perpetual Ltd held 22,768 shares of CubeSmart worth $856K as of Q3 2026.
  • Perpetual Ltd sold 1,199 CubeSmart shares in Q3 2026, an estimated $48.5K.
  • CubeSmart made up 0.01% of Perpetual Ltd's portfolio in Q3 2026, its #237 holding.
  • Perpetual Ltd first reported a position in CubeSmart in Q1 2014 and has held it in 23 quarters since.
  • Perpetual Ltd's CubeSmart position peaked at $5.69M in Q3 2020.
  • 189 funds tracked by Wall St. Rank held CubeSmart as of Q3 2026.

Based on Perpetual Ltd's 13F filing for Q3 2026, filed 13 Oct 2026.