PSI Advisors’s CubeSmart CUBE Stock Holding History

PSI Advisors’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 Q2	–	Sell	-85	Closed	-$3.63K	–	223
2025 Q1	$3.63K	Hold	85	–	–	﹤0.01%	553
2024 Q4	$3.64K	Hold	85	–	–	﹤0.01%	662
2024 Q3	$4.58K	Sell	85 -1,125	-93%	-$55.8K	﹤0.01%	669
2024 Q2	$54.7K	Hold	1,210	–	–	0.02%	247
2024 Q1	$54.7K	Hold	1,210	–	–	0.02%	241
2023 Q4	$56.1K	Sell	1,210 -2,500	-67%	-$98.2K	0.02%	242
2023 Q3	$141K	Buy	3,710 +2,585	+230%	+$109K	0.06%	151
2023 Q2	$50.2K	Hold	1,125	–	–	0.02%	241
2023 Q1	$52K	Hold	1,125	–	–	0.03%	220
2022 Q4	$45.3K	Hold	1,125	–	–	0.02%	229
2022 Q3	$45K	Hold	1,125	–	–	0.02%	242
2022 Q2	$48K	Buy	1,125 +625	+125%	+$28.8K	0.02%	259
2022 Q1	$26K	Buy	+500	New	+$25.3K	0.01%	333

Other funds holding CUBE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PSI Advisors's CUBE Position: Q2 2025 in Review

PSI Advisors sold out of CubeSmart (CUBE) in Q2 2025, closing a stake of 85 shares — an estimated $3.63K sold.

PSI Advisors first reported a position in CUBE in Q1 2022 and held it in 13 quarters. The position peaked at $141K in Q3 2023. 459 funds tracked by Wall St. Rank hold CUBE as of Q2 2025.

PSI Advisors reported no remaining CubeSmart position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 85 CubeSmart shares in Q2 2025, an estimated $3.63K.
PSI Advisors first reported a position in CubeSmart in Q1 2022 and held it in 13 quarters.
PSI Advisors's CubeSmart position peaked at $141K in Q3 2023.
459 funds tracked by Wall St. Rank held CubeSmart as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.