Sunbelt Securities’s CubeSmart CUBE Stock Holding History

Sunbelt Securities’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	$20K	Buy	547 +33	+6%	+$1.27K	﹤0.01%	1289
2025 Q4	$18.5K	Buy	514 +47	+10%	+$1.79K	﹤0.01%	1279
2025 Q3	$19K	Sell	467 -301	-39%	-$12.3K	﹤0.01%	1275
2025 Q2	$32.9K	Sell	768 -1	-0.1%	-$41	﹤0.01%	1037
2025 Q1	$32.8K	Buy	769 +1	+0.1%	+$42	﹤0.01%	994
2024 Q4	$32.5K	Buy	768 +1	+0.1%	+$48	﹤0.01%	1039
2024 Q3	$41.3K	Sell	767 -1,818	-70%	-$90.3K	﹤0.01%	991
2024 Q2	$117K	Buy	2,585 +712	+38%	+$30.7K	0.01%	700
2024 Q1	$84.7K	Sell	1,873 -31	-2%	-$1.37K	0.01%	752
2023 Q4	$88.3K	Sell	1,904 -1,199	-39%	-$47.1K	0.01%	702
2023 Q3	$118K	Sell	3,103 -5	-0.2%	-$211	0.02%	608
2023 Q2	$139K	Buy	3,108 +2,108	+211%	+$95.7K	0.02%	556
2023 Q1	$45.5K	Buy	+1,000	New	+$44.9K	0.01%	770

Other funds holding CUBE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sunbelt Securities's CUBE Position: Q1 2026 in Review

Sunbelt Securities increased its CubeSmart (CUBE) stake by 6.4% in Q1 2026, buying an estimated $1.27K and bringing the position to 547 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #1289.

Sunbelt Securities first reported a position in CUBE in Q1 2023 and has held it in 13 quarters since. The position peaked at $139K in Q2 2023. 483 funds tracked by Wall St. Rank hold CUBE as of Q1 2026.

Sunbelt Securities held 547 shares of CubeSmart worth $20K as of Q1 2026.
Sunbelt Securities bought 33 CubeSmart shares in Q1 2026, an estimated $1.27K.
CubeSmart made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1289 holding.
Sunbelt Securities first reported a position in CubeSmart in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's CubeSmart position peaked at $139K in Q2 2023.
483 funds tracked by Wall St. Rank held CubeSmart as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.