Rise Advisors’s CubeSmart CUBE Stock Holding History

Rise 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 Q4	–	Sell	-381	Closed	-$15.5K	–	420
2025 Q3	$15.5K	Sell	381 -8	-2%	-$326	0.01%	729
2025 Q2	$16.5K	Buy	389 +17	+5%	+$705	0.01%	656
2025 Q1	$15.9K	Sell	372 -221	-37%	-$9.23K	0.01%	651
2024 Q4	$25.4K	Buy	593 +6	+1%	+$288	0.01%	495
2024 Q3	$31.6K	Buy	587 +6	+1%	+$298	0.02%	394
2024 Q2	$26.2K	Buy	581 +7	+1%	+$302	0.01%	449
2024 Q1	$26K	Buy	+574	New	+$25.4K	0.01%	466

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 $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

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

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

Rise Advisors's CUBE Position: Q4 2025 in Review

Rise Advisors sold out of CubeSmart (CUBE) in Q4 2025, closing a stake of 381 shares — an estimated $15.5K sold.

Rise Advisors first reported a position in CUBE in Q1 2024 and held it in 7 quarters. The position peaked at $31.6K in Q3 2024. 465 funds tracked by Wall St. Rank hold CUBE as of Q4 2025.

Rise Advisors reported no remaining CubeSmart position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 381 CubeSmart shares in Q4 2025, an estimated $15.5K.
Rise Advisors first reported a position in CubeSmart in Q1 2024 and held it in 7 quarters.
Rise Advisors's CubeSmart position peaked at $31.6K in Q3 2024.
465 funds tracked by Wall St. Rank held CubeSmart as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.