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Plato Investment Management’s CubeSmart CUBE Stock Holding History

Plato Investment 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
2025
Q1 		– Sell
-16
Closed -$688 – 548
2024
Q4 		$688 Hold
16
– – ﹤0.01% 583
2024
Q3 		$860 Hold
16
– – ﹤0.01% 542
2024
Q2 		$723 Hold
16
– – ﹤0.01% 494
2024
Q1 		$724 Hold
16
– – ﹤0.01% 484
2023
Q4 		$741 Buy
+16
New +$629 ﹤0.01% 448

Other funds holding CUBE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Plato Investment Management's CUBE Position: Q1 2025 in Review

Plato Investment Management sold out of CubeSmart (CUBE) in Q1 2025, closing a stake of 16 shares — an estimated $688 sold.

Plato Investment Management first reported a position in CUBE in Q4 2023 and held it in 5 quarters. The position peaked at $860 in Q3 2024. 442 funds tracked by Wall St. Rank hold CUBE as of Q1 2025.

  • Plato Investment Management reported no remaining CubeSmart position as of Q1 2025 after selling out during the quarter.
  • Plato Investment Management sold 16 CubeSmart shares in Q1 2025, an estimated $688.
  • Plato Investment Management first reported a position in CubeSmart in Q4 2023 and held it in 5 quarters.
  • Plato Investment Management's CubeSmart position peaked at $860 in Q3 2024.
  • 442 funds tracked by Wall St. Rank held CubeSmart as of Q1 2025.

Based on Plato Investment Management's 13F filing for Q1 2025, filed 20 May 2025.