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 Q2	–	Sell	-15,825	Closed	-$580K	–	1549
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Securities's CUBE Position: Q2 2026 in Review

Principal Securities sold out of CubeSmart (CUBE) in Q2 2026, closing a stake of 15,825 shares — an estimated $580K sold.

Principal Securities first reported a position in CUBE in Q4 2023 and held it in 10 quarters. The position peaked at $1.48M in Q3 2025. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

Principal Securities reported no remaining CubeSmart position as of Q2 2026 after selling out during the quarter.
Principal Securities sold 15,825 CubeSmart shares in Q2 2026, an estimated $580K.
Principal Securities first reported a position in CubeSmart in Q4 2023 and held it in 10 quarters.
Principal Securities's CubeSmart position peaked at $1.48M in Q3 2025.
519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.