Raymond James Financial’s CubeSmart CUBE Stock Holding History

Raymond James Financial’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	$9.22M	Sell	231,909 -3,541	-2%	-$141K	﹤0.01%	2233
2026 Q1	$8.63M	Buy	235,450 +3,874	+2%	+$149K	﹤0.01%	2142
2025 Q4	$8.35M	Sell	231,576 -122,797	-35%	-$4.67M	﹤0.01%	2114
2025 Q3	$14.4M	Buy	354,373 +29,071	+9%	+$1.18M	﹤0.01%	1649
2025 Q2	$13.8M	Sell	325,302 -126,815	-28%	-$5.26M	﹤0.01%	1632
2025 Q1	$19.3M	Sell	452,117 -44,445	-9%	-$1.86M	0.01%	1338
2024 Q4	$21.3M	Buy	+496,562	New	+$23.8M	0.01%	1263

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 $3.38T AUM 44.17% 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

Raymond James Financial's CUBE Position: Q2 2026 in Review

Raymond James Financial reduced its CubeSmart (CUBE) stake by 1.5% in Q2 2026, selling an estimated $141K and leaving 231,909 shares worth $9.22M. The position accounts for ﹤0.01% of the portfolio, ranked #2233.

Raymond James Financial first reported a position in CUBE in Q4 2024 and has held it in 7 quarters since. The position peaked at $21.3M in Q4 2024. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

Raymond James Financial held 231,909 shares of CubeSmart worth $9.22M as of Q2 2026.
Raymond James Financial sold 3,541 CubeSmart shares in Q2 2026, an estimated $141K.
CubeSmart made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2233 holding.
Raymond James Financial first reported a position in CubeSmart in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's CubeSmart position peaked at $21.3M in Q4 2024.
519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.