Spirit of America Management Corp’s CubeSmart CUBE Stock Holding History

Spirit of America Management Corp’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	$565K	Sell	14,200 -4,250	-23%	-$169K	0.11%	174
2026 Q1	$676K	Hold	18,450	–	–	0.13%	151
2025 Q4	$665K	Hold	18,450	–	–	0.14%	157
2025 Q3	$750K	Sell	18,450 -1,000	-5%	-$40.7K	0.15%	153
2025 Q2	$827K	Hold	19,450	–	–	0.17%	139
2025 Q1	$831K	Hold	19,450	–	–	0.17%	132
2024 Q4	$833K	Hold	19,450	–	–	0.17%	129
2024 Q3	$1.05M	Hold	19,450	–	–	0.21%	109
2024 Q2	$879K	Sell	19,450 -2,000	-9%	-$86.3K	0.18%	110
2024 Q1	$970K	Hold	21,450	–	–	0.2%	107
2023 Q4	$994K	Hold	21,450	–	–	0.22%	101
2023 Q3	$818K	Hold	21,450	–	–	0.18%	97
2023 Q2	$958K	Buy	21,450 +700	+3%	+$31.8K	0.22%	95
2023 Q1	$959K	Hold	20,750	–	–	0.21%	99
2022 Q4	$835K	Hold	20,750	–	–	0.19%	108
2022 Q3	$831K	Hold	20,750	–	–	0.2%	108
2022 Q2	$886K	Hold	20,750	–	–	0.2%	106
2022 Q1	$1.08M	Buy	20,750 +1,000	+5%	+$50.6K	0.21%	103
2021 Q4	$1.12M	Hold	19,750	–	–	0.23%	107
2021 Q3	$957K	Hold	19,750	–	–	0.21%	113
2021 Q2	$915K	Buy	19,750 +3,000	+18%	+$129K	0.2%	117
2021 Q1	$634K	Hold	16,750	–	–	0.15%	129
2020 Q4	$563K	Hold	16,750	–	–	0.14%	134
2020 Q3	$541K	Hold	16,750	–	–	0.15%	128
2020 Q2	$452K	Sell	16,750 -1,000	-6%	-$26.4K	0.12%	138
2020 Q1	$476K	Hold	17,750	–	–	0.15%	127
2019 Q4	$559K	Hold	17,750	–	–	0.1%	155
2019 Q3	$619K	Sell	17,750 -250	-1%	-$8.72K	0.1%	145
2019 Q2	$602K	Hold	18,000	–	–	0.09%	149
2019 Q1	$577K	Hold	18,000	–	–	0.08%	156
2018 Q4	$516K	Hold	18,000	–	–	0.08%	164
2018 Q3	$514K	Hold	18,000	–	–	0.06%	178
2018 Q2	$580K	Hold	18,000	–	–	0.07%	171
2018 Q1	$508K	Hold	18,000	–	–	0.07%	180
2017 Q4	$521K	Sell	18,000 -2,000	-10%	-$55.9K	0.06%	187
2017 Q3	$519K	Hold	20,000	–	–	0.05%	204
2017 Q2	$481K	Hold	20,000	–	–	0.05%	216
2017 Q1	$519K	Hold	20,000	–	–	0.06%	203
2016 Q4	$535K	Hold	20,000	–	–	0.06%	201
2016 Q3	$545K	Hold	20,000	–	–	0.07%	194
2016 Q2	$618K	Hold	20,000	–	–	0.09%	165
2016 Q1	$666K	Hold	20,000	–	–	0.12%	151
2015 Q4	$612K	Hold	20,000	–	–	0.12%	155
2015 Q3	$544K	Hold	20,000	–	–	0.11%	169
2015 Q2	$463K	Hold	20,000	–	–	0.09%	203
2015 Q1	$483K	Hold	20,000	–	–	0.1%	194
2014 Q4	$441K	Hold	20,000	–	–	0.11%	192
2014 Q3	$360K	Hold	20,000	–	–	0.11%	220
2014 Q2	$366K	Hold	20,000	–	–	0.15%	183
2014 Q1	$343K	Hold	20,000	–	–	0.14%	187
2013 Q4	$319K	Sell	20,000 -20,000	-50%	-$343K	0.25%	74
2013 Q3	$714K	Hold	40,000	–	–	0.26%	124
2013 Q2	$639K	Buy	+40,000	New	+$655K	0.23%	129

Other funds holding CUBE

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

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

ACM

AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return

Spirit of America Management Corp's CUBE Position: Q2 2026 in Review

Spirit of America Management Corp reduced its CubeSmart (CUBE) stake by 23% in Q2 2026, selling an estimated $169K and leaving 14,200 shares worth $565K. The position accounts for 0.11% of the portfolio, ranked #174.

Spirit of America Management Corp first reported a position in CUBE in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.12M in Q4 2021. 329 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

Spirit of America Management Corp held 14,200 shares of CubeSmart worth $565K as of Q2 2026.
Spirit of America Management Corp sold 4,250 CubeSmart shares in Q2 2026, an estimated $169K.
CubeSmart made up 0.11% of Spirit of America Management Corp's portfolio in Q2 2026, its #174 holding.
Spirit of America Management Corp first reported a position in CubeSmart in Q2 2013 and has held it in 53 quarters since.
Spirit of America Management Corp's CubeSmart position peaked at $1.12M in Q4 2021.
329 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.