SageView Advisory Group’s CubeSmart CUBE Stock Holding History

SageView Advisory Group’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	–	Sell	-30	Closed	-$1.08K	–	1013
2025 Q4	$1.08K	Buy	+30	New	+$1.14K	﹤0.01%	2350

Other funds holding CUBE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T 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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 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

SageView Advisory Group's CUBE Position: Q1 2026 in Review

SageView Advisory Group sold out of CubeSmart (CUBE) in Q1 2026, closing a stake of 30 shares — an estimated $1.08K sold.

SageView Advisory Group first reported a position in CUBE in Q4 2025 and held it in 1 quarter. The position peaked at $1.08K in Q4 2025. 487 funds tracked by Wall St. Rank hold CUBE as of Q1 2026.

SageView Advisory Group reported no remaining CubeSmart position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 30 CubeSmart shares in Q1 2026, an estimated $1.08K.
SageView Advisory Group first reported a position in CubeSmart in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's CubeSmart position peaked at $1.08K in Q4 2025.
487 funds tracked by Wall St. Rank held CubeSmart as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.