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Shelton Capital Management’s CubeSmart CUBE Stock Holding History

Shelton 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
Q2 		$299K Hold
7,519
– – 0.01% 545
2026
Q1 		$276K Sell
7,519
-503
-6% -$19.3K 0.01% 544
2025
Q4 		$289K Hold
8,022
– – 0.01% 507
2025
Q3 		$326K Hold
8,022
– – 0.01% 478
2025
Q2 		$341K Sell
8,022
-207
-3% -$8.58K 0.01% 444
2025
Q1 		$351K Sell
8,229
-270
-3% -$11.3K 0.01% 418
2024
Q4 		$364K Sell
8,499
-395
-4% -$18.9K 0.01% 425
2024
Q3 		$479K Sell
8,894
-268
-3% -$13.3K 0.01% 359
2024
Q2 		$414K Sell
9,162
-337
-4% -$14.5K 0.01% 379
2024
Q1 		$430K Sell
9,499
-259
-3% -$11.5K 0.01% 395
2023
Q4 		$452K Sell
9,758
-653
-6% -$25.7K 0.01% 356
2023
Q3 		$397K Sell
10,411
-660
-6% -$27.9K 0.01% 359
2023
Q2 		$494K Sell
11,071
-326
-3% -$14.8K 0.02% 329
2023
Q1 		$527K Hold
11,397
– – 0.02% 298
2022
Q4 		$459K Buy
+11,397
New +$459K 0.05% 284
2020
Q4 		– Sell
-6,395
Closed -$207K – 746
2020
Q3 		$207K Buy
+6,395
New +$193K 0.01% 680
2020
Q1 		– Sell
-8,770
Closed -$276K – 695
2019
Q4 		$276K Sell
8,770
-1,600
-15% -$51.4K 0.02% 571
2019
Q3 		$362K Buy
10,370
+2,700
+35% +$94.2K 0.02% 450
2019
Q2 		$256K Buy
7,670
+7,424
+3,018% +$244K 0.01% 630
2019
Q1 		$7.67K Sell
246
-7,424
-97% -$226K 0.03% 472
2018
Q4 		$220K Buy
+7,670
New +$225K 0.02% 653
2018
Q1 		– Sell
-8,600
Closed -$249K – 854
2017
Q4 		$249K Buy
+8,600
New +$240K 0.02% 690

Other funds holding CUBE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Shelton Capital Management's CUBE Position: Q2 2026 in Review

Shelton Capital Management held its CubeSmart (CUBE) position steady in Q2 2026 at 7,519 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #545.

Shelton Capital Management first reported a position in CUBE in Q4 2017 and has held it in 22 quarters since. The position peaked at $527K in Q1 2023. 517 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • Shelton Capital Management held 7,519 shares of CubeSmart worth $299K as of Q2 2026.
  • Shelton Capital Management left its CubeSmart share count unchanged in Q2 2026.
  • CubeSmart made up 0.01% of Shelton Capital Management's portfolio in Q2 2026, its #545 holding.
  • Shelton Capital Management first reported a position in CubeSmart in Q4 2017 and has held it in 22 quarters since.
  • Shelton Capital Management's CubeSmart position peaked at $527K in Q1 2023.
  • 517 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.