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Virtus Investment Advisers’s CubeSmart CUBE Stock Holding History

Virtus Investment Advisers’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
Q2 		$192K Sell
4,822
-246
-5% -$9.79K 0.04% 434
2026
Q1 		$186K Buy
5,068
+518
+11% +$19.9K 0.05% 419
2025
Q4 		$164K Buy
4,550
+241
+6% +$9.16K 0.04% 401
2025
Q3 		$175K Buy
4,309
+260
+6% +$10.6K 0.05% 305
2025
Q2 		$172K Buy
4,049
+535
+15% +$22.2K 0.06% 268
2025
Q1 		$150K Buy
+3,514
New +$147K 0.04% 331

Other funds holding CUBE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Virtus Investment Advisers's CUBE Position: Q2 2026 in Review

Virtus Investment Advisers reduced its CubeSmart (CUBE) stake by 4.9% in Q2 2026, selling an estimated $9.79K and leaving 4,822 shares worth $192K. The position accounts for 0.04% of the portfolio, ranked #434.

Virtus Investment Advisers first reported a position in CUBE in Q1 2025 and has held it in 6 quarters since. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • Virtus Investment Advisers held 4,822 shares of CubeSmart worth $192K as of Q2 2026.
  • Virtus Investment Advisers sold 246 CubeSmart shares in Q2 2026, an estimated $9.79K.
  • CubeSmart made up 0.04% of Virtus Investment Advisers's portfolio in Q2 2026, its #434 holding.
  • Virtus Investment Advisers first reported a position in CubeSmart in Q1 2025 and has held it in 6 quarters since.
  • 519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.