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Rothschild Investment LLC’s CubeSmart CUBE Stock Holding History

Rothschild Investment LLC’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 		$1.39M Buy
34,987
+32,582
+1,355% +$1.3M 0.05% 332
2026
Q1 		$88.1K Buy
2,405
+2,233
+1,298% +$85.7K ﹤0.01% 933
2025
Q4 		$6.2K Buy
172
+82
+91% +$3.12K ﹤0.01% 1773
2025
Q3 		$3.66K Buy
90
+70
+350% +$2.85K ﹤0.01% 1857
2025
Q2 		$850 Buy
20
+10
+100% +$415 ﹤0.01% 2554
2025
Q1 		$427 Buy
+10
New +$418 ﹤0.01% 2667
2024
Q4 		– Sell
-5
Closed -$269 – 2986
2024
Q3 		$269 Buy
+5
New +$248 ﹤0.01% 2642

Other funds holding CUBE

DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Rothschild Investment LLC's CUBE Position: Q2 2026 in Review

Rothschild Investment LLC increased its CubeSmart (CUBE) stake by 1,355% in Q2 2026, buying an estimated $1.3M and bringing the position to 34,987 shares worth $1.39M. The position accounts for 0.05% of the portfolio, ranked #332.

Rothschild Investment LLC first reported a position in CUBE in Q3 2024 and has held it in 7 quarters since. 207 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • Rothschild Investment LLC held 34,987 shares of CubeSmart worth $1.39M as of Q2 2026.
  • Rothschild Investment LLC bought 32,582 CubeSmart shares in Q2 2026, an estimated $1.3M.
  • CubeSmart made up 0.05% of Rothschild Investment LLC's portfolio in Q2 2026, its #332 holding.
  • Rothschild Investment LLC first reported a position in CubeSmart in Q3 2024 and has held it in 7 quarters since.
  • 207 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.