Raymond James Financial
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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial's CUBE Position: Q1 2026 in Review

Raymond James Financial increased its CubeSmart (CUBE) stake by 1.7% in Q1 2026, buying an estimated $149K and bringing the position to 235,450 shares worth $8.63M. The position accounts for ﹤0.01% of the portfolio, ranked #2142.

Raymond James Financial first reported a position in CUBE in Q4 2024 and has held it in 6 quarters since. The position peaked at $21.3M in Q4 2024. 483 funds tracked by Wall St. Rank hold CUBE as of Q1 2026.

  • Raymond James Financial held 235,450 shares of CubeSmart worth $8.63M as of Q1 2026.
  • Raymond James Financial bought 3,874 CubeSmart shares in Q1 2026, an estimated $149K.
  • CubeSmart made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2142 holding.
  • Raymond James Financial first reported a position in CubeSmart in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's CubeSmart position peaked at $21.3M in Q4 2024.
  • 483 funds tracked by Wall St. Rank held CubeSmart as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.