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Summit Trail Advisors’s CubeSmart CUBE Stock Holding History

Summit Trail Advisors’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 		$1.39M Buy
37,851
+16,419
+77% +$630K 0.02% 766
2025
Q4 		$773K Sell
21,432
-10,043
-32% -$382K 0.01% 939
2025
Q3 		$1.28M Buy
31,475
+10,402
+49% +$424K 0.02% 693
2025
Q2 		$896K Buy
+21,073
New +$874K 0.02% 518
2018
Q1 		– Sell
-420
Closed -$12K – 718
2017
Q4 		$12K Buy
+420
New +$11.7K ﹤0.01% 1168

Other funds holding CUBE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Summit Trail Advisors's CUBE Position: Q1 2026 in Review

Summit Trail Advisors increased its CubeSmart (CUBE) stake by 77% in Q1 2026, buying an estimated $630K and bringing the position to 37,851 shares worth $1.39M. The position accounts for 0.02% of the portfolio, ranked #766.

Summit Trail Advisors first reported a position in CUBE in Q4 2017 and has held it in 5 quarters since. 483 funds tracked by Wall St. Rank hold CUBE as of Q1 2026.

  • Summit Trail Advisors held 37,851 shares of CubeSmart worth $1.39M as of Q1 2026.
  • Summit Trail Advisors bought 16,419 CubeSmart shares in Q1 2026, an estimated $630K.
  • CubeSmart made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #766 holding.
  • Summit Trail Advisors first reported a position in CubeSmart in Q4 2017 and has held it in 5 quarters since.
  • 483 funds tracked by Wall St. Rank held CubeSmart as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.