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Tortoise Investment Management’s CubeSmart CUBE Stock Holding History

Tortoise Investment 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
2025
Q3 		– Sell
-6
Closed -$255 – 1565
2025
Q2 		$255 Buy
+6
New +$249 ﹤0.01% 1192

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State Street
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Fidelity Investments
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T. Rowe Price Associates
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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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Tortoise Investment Management's CUBE Position: Q3 2025 in Review

Tortoise Investment Management sold out of CubeSmart (CUBE) in Q3 2025, closing a stake of 6 shares — an estimated $255 sold.

Tortoise Investment Management first reported a position in CUBE in Q2 2025 and held it in 1 quarter. The position peaked at $255 in Q2 2025. 477 funds tracked by Wall St. Rank hold CUBE as of Q3 2025.

  • Tortoise Investment Management reported no remaining CubeSmart position as of Q3 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 6 CubeSmart shares in Q3 2025, an estimated $255.
  • Tortoise Investment Management first reported a position in CubeSmart in Q2 2025 and held it in 1 quarter.
  • Tortoise Investment Management's CubeSmart position peaked at $255 in Q2 2025.
  • 477 funds tracked by Wall St. Rank held CubeSmart as of Q3 2025.

Based on Tortoise Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.