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Transamerica Financial Advisors’s CubeSmart CUBE Stock Holding History

Transamerica Financial 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
2025
Q4 		– Sell
-67
Closed -$2.72K – 1851
2025
Q3 		$2.72K Buy
+67
New +$2.73K ﹤0.01% 986

Other funds holding CUBE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Transamerica Financial Advisors's CUBE Position: Q4 2025 in Review

Transamerica Financial Advisors sold out of CubeSmart (CUBE) in Q4 2025, closing a stake of 67 shares — an estimated $2.72K sold.

Transamerica Financial Advisors first reported a position in CUBE in Q3 2025 and held it in 1 quarter. The position peaked at $2.72K in Q3 2025. 465 funds tracked by Wall St. Rank hold CUBE as of Q4 2025.

  • Transamerica Financial Advisors reported no remaining CubeSmart position as of Q4 2025 after selling out during the quarter.
  • Transamerica Financial Advisors sold 67 CubeSmart shares in Q4 2025, an estimated $2.72K.
  • Transamerica Financial Advisors first reported a position in CubeSmart in Q3 2025 and held it in 1 quarter.
  • Transamerica Financial Advisors's CubeSmart position peaked at $2.72K in Q3 2025.
  • 465 funds tracked by Wall St. Rank held CubeSmart as of Q4 2025.

Based on Transamerica Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.