Rockefeller Capital Management
CUBE icon

Rockefeller Capital Management’s CubeSmart CUBE Stock Holding History

Rockefeller Capital Management’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 		$172K Buy
4,687
+2,483
+113% +$95.3K ﹤0.01% 2583
2025
Q4 		$79.5K Buy
2,204
+295
+15% +$11.2K ﹤0.01% 2832
2025
Q3 		$77.6K Buy
+1,909
New +$77.8K ﹤0.01% 2702
2024
Q2 		– Sell
-27,023
Closed -$1.22M – 1649
2024
Q1 		$1.22M Buy
+27,023
New +$1.2M ﹤0.01% 1189
2023
Q1 		– Sell
-1,468
Closed -$58K – 2387
2022
Q4 		$58K Buy
1,468
+19
+1% +$765 ﹤0.01% 2310
2022
Q3 		$57K Sell
1,449
-493
-25% -$22.2K ﹤0.01% 2277
2022
Q2 		$82K Buy
1,942
+128
+7% +$5.89K ﹤0.01% 2047
2022
Q1 		$93K Buy
1,814
+201
+12% +$10.2K ﹤0.01% 2017
2021
Q4 		$90K Buy
1,613
+666
+70% +$35.8K ﹤0.01% 1977
2021
Q3 		$45K Sell
947
-50
-5% -$2.52K ﹤0.01% 2179
2021
Q2 		$45K Buy
997
+374
+60% +$16.1K ﹤0.01% 2122
2021
Q1 		$23K Buy
623
+165
+36% +$5.94K ﹤0.01% 2216
2020
Q4 		$14K Buy
458
+38
+9% +$1.27K ﹤0.01% 2129
2020
Q3 		$13K Buy
420
+107
+34% +$3.24K ﹤0.01% 1925
2020
Q2 		$8K Hold
313
– – ﹤0.01% 1951
2020
Q1 		$8K Hold
313
– – ﹤0.01% 1806
2019
Q4 		$10K Sell
313
-272
-46% -$8.73K ﹤0.01% 1604
2019
Q3 		$20K Sell
585
-89
-13% -$3.1K ﹤0.01% 1219
2019
Q2 		$23K Buy
674
+238
+55% +$7.81K ﹤0.01% 988
2019
Q1 		$14K Buy
436
+40
+10% +$1.22K ﹤0.01% 1378
2018
Q4 		$11K Buy
+396
New +$11.6K ﹤0.01% 683

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

Rockefeller Capital Management's CUBE Position: Q1 2026 in Review

Rockefeller Capital Management increased its CubeSmart (CUBE) stake by 113% in Q1 2026, buying an estimated $95.3K and bringing the position to 4,687 shares worth $172K. The position accounts for ﹤0.01% of the portfolio, ranked #2583.

Rockefeller Capital Management first reported a position in CUBE in Q4 2018 and has held it in 21 quarters since. The position peaked at $1.22M in Q1 2024. 483 funds tracked by Wall St. Rank hold CUBE as of Q1 2026.

  • Rockefeller Capital Management held 4,687 shares of CubeSmart worth $172K as of Q1 2026.
  • Rockefeller Capital Management bought 2,483 CubeSmart shares in Q1 2026, an estimated $95.3K.
  • CubeSmart made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2583 holding.
  • Rockefeller Capital Management first reported a position in CubeSmart in Q4 2018 and has held it in 21 quarters since.
  • Rockefeller Capital Management's CubeSmart position peaked at $1.22M in Q1 2024.
  • 483 funds tracked by Wall St. Rank held CubeSmart as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.