Vision Capital’s CubeSmart CUBE Stock Holding History

Vision Capital’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	$27.7M	Buy	696,812 +180,456	+35%	+$7.18M	8.97%	4
2026 Q1	$18.9M	Sell	516,356 -30,300	-6%	-$1.16M	4.76%	8
2025 Q4	$19.7M	Buy	+546,656	New	+$20.8M	8.68%	5
2022 Q2	–	Sell	-335,000	Closed	-$17.4M	–	13
2022 Q1	$17.4M	Buy	+335,000	New	+$17M	1.87%	10

Other funds holding CUBE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vision Capital's CUBE Position: Q2 2026 in Review

Vision Capital increased its CubeSmart (CUBE) stake by 35% in Q2 2026, buying an estimated $7.18M and bringing the position to 696,812 shares worth $27.7M. The position accounts for 8.97% of the portfolio, ranked #4.

Vision Capital first reported a position in CUBE in Q1 2022 and has held it in 4 quarters since. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

Vision Capital held 696,812 shares of CubeSmart worth $27.7M as of Q2 2026.
Vision Capital bought 180,456 CubeSmart shares in Q2 2026, an estimated $7.18M.
CubeSmart made up 8.97% of Vision Capital's portfolio in Q2 2026, its #4 holding.
Vision Capital first reported a position in CubeSmart in Q1 2022 and has held it in 4 quarters since.
519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Vision Capital's 13F filing for Q2 2026, filed 13 Aug 2026.