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Pinnacle Associates’s CubeSmart CUBE Stock Holding History

Pinnacle Associates’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 		$409K Sell
11,153
-489
-4% -$18.8K 0.01% 706
2025
Q4 		$420K Sell
11,642
-560
-5% -$21.3K 0.01% 700
2025
Q3 		$496K Sell
12,202
-266
-2% -$10.8K 0.01% 642
2025
Q2 		$530K Buy
12,468
+3
+0% +$124 0.01% 619
2025
Q1 		$532K Sell
12,465
-46
-0.4% -$1.92K 0.01% 603
2024
Q4 		$536K Sell
12,511
-1,639
-12% -$78.6K 0.01% 588
2024
Q3 		$656K Buy
14,150
+1,494
+12% +$74.2K 0.01% 525
2024
Q2 		$572K Sell
12,656
-197
-2% -$8.5K 0.01% 558
2024
Q1 		$581K Sell
12,853
-1,297
-9% -$57.5K 0.01% 559
2023
Q4 		$656K Sell
14,150
-122
-0.9% -$4.79K 0.01% 534
2023
Q3 		$544K Buy
14,272
+3
+0% +$127 0.01% 554
2023
Q2 		$637K Sell
14,269
-198
-1% -$8.99K 0.01% 538
2023
Q1 		$669K Buy
14,467
+203
+1% +$9.11K 0.01% 468
2022
Q4 		$574K Buy
14,264
+528
+4% +$21.3K 0.01% 482
2022
Q3 		$550K Sell
13,736
-197
-1% -$8.88K 0.01% 481
2022
Q2 		$595K Buy
13,933
+2,199
+19% +$101K 0.01% 494
2022
Q1 		$611K Sell
11,734
-438
-4% -$22.2K 0.01% 517
2021
Q4 		$693K Sell
12,172
-419
-3% -$22.5K 0.01% 509
2021
Q3 		$610K Buy
12,591
+2
+0% +$101 0.01% 517
2021
Q2 		$583K Sell
12,589
-1
-0% -$43 0.01% 524
2021
Q1 		$476K Buy
12,590
+2
+0% +$72 0.01% 536
2020
Q4 		$423K Buy
12,588
+3
+0% +$100 0.01% 540
2020
Q3 		$407K Sell
12,585
-498
-4% -$15.1K 0.01% 529
2020
Q2 		$353K Sell
13,083
-823
-6% -$21.7K 0.01% 533
2020
Q1 		$373K Sell
13,906
-945
-6% -$28.4K 0.01% 522
2019
Q4 		$468K Buy
14,851
+304
+2% +$9.76K 0.01% 542
2019
Q3 		$508K Sell
14,547
-2,246
-13% -$78.4K 0.01% 533
2019
Q2 		$562K Sell
16,793
-296
-2% -$9.72K 0.01% 514
2019
Q1 		$548K Sell
17,089
-145
-0.8% -$4.41K 0.01% 516
2018
Q4 		$494K Buy
17,234
+3,455
+25% +$101K 0.01% 511
2018
Q3 		$393K Sell
13,779
-4,421
-24% -$135K 0.01% 552
2018
Q2 		$586K Sell
18,200
-471
-3% -$14.1K 0.01% 501
2018
Q1 		$527K Sell
18,671
-2,592
-12% -$70.7K 0.01% 506
2017
Q4 		$615K Sell
21,263
-1,771
-8% -$49.5K 0.01% 475
2017
Q3 		$598K Sell
23,034
-1,120
-5% -$27.7K 0.01% 480
2017
Q2 		$581K Buy
24,154
+3,934
+19% +$99.7K 0.01% 480
2017
Q1 		$525K Buy
20,220
+2,250
+13% +$59.1K 0.01% 484
2016
Q4 		$481K Buy
17,970
+9,525
+113% +$244K 0.01% 487
2016
Q3 		$230K Buy
+8,445
New +$242K ﹤0.01% 580

Other funds holding CUBE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pinnacle Associates's CUBE Position: Q1 2026 in Review

Pinnacle Associates reduced its CubeSmart (CUBE) stake by 4.2% in Q1 2026, selling an estimated $18.8K and leaving 11,153 shares worth $409K. The position accounts for 0.01% of the portfolio, ranked #706.

Pinnacle Associates first reported a position in CUBE in Q3 2016 and has held it in 39 quarters since. The position peaked at $693K in Q4 2021. 483 funds tracked by Wall St. Rank hold CUBE as of Q1 2026.

  • Pinnacle Associates held 11,153 shares of CubeSmart worth $409K as of Q1 2026.
  • Pinnacle Associates sold 489 CubeSmart shares in Q1 2026, an estimated $18.8K.
  • CubeSmart made up 0.01% of Pinnacle Associates's portfolio in Q1 2026, its #706 holding.
  • Pinnacle Associates first reported a position in CubeSmart in Q3 2016 and has held it in 39 quarters since.
  • Pinnacle Associates's CubeSmart position peaked at $693K in Q4 2021.
  • 483 funds tracked by Wall St. Rank held CubeSmart as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.