Stifel Financial’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.4M | Buy |
38,293
+27,993
| +272% | +$1.07M | ﹤0.01% | 2208 |
|
|
2025
Q4 | $371K | Sell |
10,300
-41,656
| -80% | -$1.58M | ﹤0.01% | 3030 |
|
|
2025
Q3 | $2.11M | Sell |
51,956
-5,183
| -9% | -$211K | ﹤0.01% | 1870 |
|
|
2025
Q2 | $2.43M | Sell |
57,139
-41,493
| -42% | -$1.72M | ﹤0.01% | 1707 |
|
|
2025
Q1 | $4.21M | Buy |
98,632
+3,319
| +3% | +$139K | ﹤0.01% | 1281 |
|
|
2024
Q4 | $4.08M | Sell |
95,313
-22,215
| -19% | -$1.06M | ﹤0.01% | 1321 |
|
|
2024
Q3 | $6.33M | Buy |
117,528
+35,074
| +43% | +$1.74M | 0.01% | 1072 |
|
|
2024
Q2 | $3.72M | Sell |
82,454
-18,006
| -18% | -$777K | ﹤0.01% | 1302 |
|
|
2024
Q1 | $4.54M | Buy |
100,460
+2,297
| +2% | +$102K | 0.01% | 1200 |
|
|
2023
Q4 | $4.55M | Buy |
98,163
+13,495
| +16% | +$530K | 0.01% | 1154 |
|
|
2023
Q3 | $3.23M | Buy |
84,668
+8,241
| +11% | +$348K | ﹤0.01% | 1286 |
|
|
2023
Q2 | $3.41M | Buy |
76,427
+32,190
| +73% | +$1.46M | ﹤0.01% | 1275 |
|
|
2023
Q1 | $2.04M | Buy |
44,237
+29,748
| +205% | +$1.33M | ﹤0.01% | 1554 |
|
|
2022
Q4 | $583K | Sell |
14,489
-1,555
| -10% | -$62.6K | ﹤0.01% | 2386 |
|
|
2022
Q3 | $642K | Buy |
16,044
+390
| +2% | +$17.6K | ﹤0.01% | 2282 |
|
|
2022
Q2 | $669K | Buy |
15,654
+1,390
| +10% | +$64K | ﹤0.01% | 2290 |
|
|
2022
Q1 | $742K | Buy |
14,264
+1,998
| +16% | +$101K | ﹤0.01% | 2329 |
|
|
2021
Q4 | $698K | Sell |
12,266
-7,627
| -38% | -$410K | ﹤0.01% | 2390 |
|
|
2021
Q3 | $964K | Sell |
19,893
-7,382
| -27% | -$373K | ﹤0.01% | 2128 |
|
|
2021
Q2 | $1.26M | Sell |
27,275
-170
| -0.6% | -$7.33K | ﹤0.01% | 1922 |
|
|
2021
Q1 | $1.04M | Sell |
27,445
-2,421
| -8% | -$87.2K | ﹤0.01% | 1965 |
|
|
2020
Q4 | $1M | Sell |
29,866
-4,163
| -12% | -$139K | ﹤0.01% | 1839 |
|
|
2020
Q3 | $1.1M | Sell |
34,029
-16
| -0% | -$484 | ﹤0.01% | 1565 |
|
|
2020
Q2 | $919K | Buy |
34,045
+1,711
| +5% | +$45.2K | ﹤0.01% | 1619 |
|
|
2020
Q1 | $874K | Sell |
32,334
-1,602
| -5% | -$48.1K | ﹤0.01% | 1518 |
|
|
2019
Q4 | $1.06M | Sell |
33,936
-514
| -1% | -$16.5K | ﹤0.01% | 1787 |
|
|
2019
Q3 | $1.2M | Sell |
34,450
-1,251
| -4% | -$43.7K | ﹤0.01% | 1643 |
|
|
2019
Q2 | $1.18M | Sell |
35,701
-69
| -0.2% | -$2.27K | ﹤0.01% | 1700 |
|
|
2019
Q1 | $1.14M | Sell |
35,770
-8,971
| -20% | -$273K | ﹤0.01% | 1574 |
|
|
2018
Q4 | $1.28M | Sell |
44,741
-895
| -2% | -$26.3K | ﹤0.01% | 1394 |
|
|
2018
Q3 | $1.3M | Sell |
45,636
-8,580
| -16% | -$262K | ﹤0.01% | 1522 |
|
|
2018
Q2 | $1.74M | Buy |
+54,216
| New | +$1.62M | 0.01% | 1276 |
|
|
2018
Q1 | – | Sell |
-6,951
| Closed | -$202K | – | 2712 |
|
|
2017
Q4 | $202K | Buy |
+6,951
| New | +$194K | ﹤0.01% | 2435 |
|
|
2016
Q4 | – | Sell |
-14,276
| Closed | -$390K | – | 2477 |
|
|
2016
Q3 | $390K | Sell |
14,276
-6,555
| -31% | -$188K | ﹤0.01% | 1852 |
|
|
2016
Q2 | $643K | Sell |
20,831
-181,031
| -90% | -$5.64M | ﹤0.01% | 1612 |
|
|
2016
Q1 | $6.72M | Buy |
201,862
+34,420
| +21% | +$1.06M | 0.04% | 433 |
|
|
2015
Q4 | $5.13M | Buy |
167,442
+36,408
| +28% | +$1.05M | 0.03% | 554 |
|
|
2015
Q3 | $3.56M | Buy |
131,034
+45,769
| +54% | +$1.17M | 0.02% | 657 |
|
|
2015
Q2 | $1.97M | Buy |
85,265
+8,938
| +12% | +$211K | 0.01% | 1001 |
|
|
2015
Q1 | $1.84M | Sell |
76,327
-7,093
| -9% | -$171K | 0.01% | 978 |
|
|
2014
Q4 | $1.84M | Buy |
83,420
+9,929
| +14% | +$206K | 0.01% | 949 |
|
|
2014
Q3 | $1.32M | Buy |
73,491
+3,175
| +5% | +$58.7K | 0.01% | 969 |
|
|
2014
Q2 | $1.29M | Buy |
70,316
+7,309
| +12% | +$133K | 0.01% | 978 |
|
|
2014
Q1 | $1.08M | Buy |
+63,007
| New | +$1.06M | 0.01% | 1034 |
|
Other funds holding CUBE
VPM
VCM
Stifel Financial's CUBE Position: Q1 2026 in Review
Stifel Financial increased its CubeSmart (CUBE) stake by 272% in Q1 2026, buying an estimated $1.07M and bringing the position to 38,293 shares worth $1.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2208.
Stifel Financial first reported a position in CUBE in Q1 2014 and has held it in 44 quarters since. The position peaked at $6.72M in Q1 2016. 483 funds tracked by Wall St. Rank hold CUBE as of Q1 2026.
- Stifel Financial held 38,293 shares of CubeSmart worth $1.4M as of Q1 2026.
- Stifel Financial bought 27,993 CubeSmart shares in Q1 2026, an estimated $1.07M.
- CubeSmart made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2208 holding.
- Stifel Financial first reported a position in CubeSmart in Q1 2014 and has held it in 44 quarters since.
- Stifel Financial's CubeSmart position peaked at $6.72M in Q1 2016.
- 483 funds tracked by Wall St. Rank held CubeSmart as of Q1 2026.
Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.