Principal Securities’s CubeSmart CUBE Stock Holding History

Principal Securities’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	$580K	Sell	15,825 -15,805	-50%	-$606K	0.01%	917
2025 Q4	$1.14M	Sell	31,630 -4,845	-13%	-$184K	0.02%	660
2025 Q3	$1.48M	Buy	36,475 +6,265	+21%	+$255K	0.02%	536
2025 Q2	$1.28M	Buy	30,210 +2,751	+10%	+$114K	0.02%	543
2025 Q1	$1.18M	Buy	27,459 +29	+0.1%	+$1.21K	0.03%	499
2024 Q4	$1.18M	Buy	27,430 +2,671	+11%	+$128K	0.03%	496
2024 Q3	$1.33M	Buy	24,759 +786	+3%	+$39K	0.03%	454
2024 Q2	$1.08M	Buy	23,973 +1,961	+9%	+$84.6K	0.03%	461
2024 Q1	$995K	Buy	22,012 +131	+0.6%	+$5.81K	0.03%	450
2023 Q4	$1.01M	Buy	+21,881	New	+$860K	0.04%	405

Other funds holding CUBE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Securities's CUBE Position: Q1 2026 in Review

Principal Securities reduced its CubeSmart (CUBE) stake by 50% in Q1 2026, selling an estimated $606K and leaving 15,825 shares worth $580K. The position accounts for 0.01% of the portfolio, ranked #917.

Principal Securities first reported a position in CUBE in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.48M in Q3 2025. 483 funds tracked by Wall St. Rank hold CUBE as of Q1 2026.

Principal Securities held 15,825 shares of CubeSmart worth $580K as of Q1 2026.
Principal Securities sold 15,805 CubeSmart shares in Q1 2026, an estimated $606K.
CubeSmart made up 0.01% of Principal Securities's portfolio in Q1 2026, its #917 holding.
Principal Securities first reported a position in CubeSmart in Q4 2023 and has held it in 10 quarters since.
Principal Securities's CubeSmart position peaked at $1.48M in Q3 2025.
483 funds tracked by Wall St. Rank held CubeSmart as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.