Washington Trust’s CubeSmart CUBE Stock Holding History

Washington Trust’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 Q2	–	Sell	-2,500	Closed	-$107K	–	358
2025 Q1	$107K	Hold	2,500	–	–	﹤0.01%	318
2024 Q4	$107K	Hold	2,500	–	–	﹤0.01%	334
2024 Q3	$135K	Hold	2,500	–	–	﹤0.01%	321
2024 Q2	$113K	Hold	2,500	–	–	﹤0.01%	335
2024 Q1	$113K	Hold	2,500	–	–	﹤0.01%	340
2023 Q4	$116K	Sell	2,500 -32	-1%	-$1.26K	﹤0.01%	318
2023 Q3	$96.5K	Sell	2,532 -1,003	-28%	-$42.3K	﹤0.01%	314
2023 Q2	$158K	Sell	3,535 -1	-0%	-$45	0.01%	268
2023 Q1	$163K	Sell	3,536 -3	-0.1%	-$135	0.01%	269
2022 Q4	$142K	Buy	3,539 +2	+0.1%	+$81	0.01%	282
2022 Q3	$142K	Buy	3,537 +10	+0.3%	+$451	0.01%	270
2022 Q2	$151K	Buy	3,527 +4	+0.1%	+$184	0.01%	270
2022 Q1	$183K	Sell	3,523 -12	-0.3%	-$607	0.01%	267
2021 Q4	$201K	Sell	3,535 -3	-0.1%	-$161	0.01%	261
2021 Q3	$171K	Buy	3,538 +4	+0.1%	+$202	﹤0.01%	335
2021 Q2	$164K	Sell	3,534 -15	-0.4%	-$647	﹤0.01%	339
2021 Q1	$134K	Sell	3,549 -73	-2%	-$2.63K	﹤0.01%	350
2020 Q4	$122K	Sell	3,622 -42	-1%	-$1.41K	﹤0.01%	347
2020 Q3	$118K	Sell	3,664 -2	-0.1%	-$60	﹤0.01%	320
2020 Q2	$99K	Sell	3,666 -35	-0.9%	-$925	﹤0.01%	301
2020 Q1	$99K	Buy	+3,701	New	+$111K	﹤0.01%	315
2018 Q3	–	Sell	-2,022	Closed	-$65K	–	366
2018 Q2	$65K	Buy	+2,022	New	+$60.6K	﹤0.01%	370

Other funds holding CUBE

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Washington Trust's CUBE Position: Q2 2025 in Review

Washington Trust sold out of CubeSmart (CUBE) in Q2 2025, closing a stake of 2,500 shares — an estimated $107K sold.

Washington Trust first reported a position in CUBE in Q2 2018 and held it in 22 quarters. The position peaked at $201K in Q4 2021. 459 funds tracked by Wall St. Rank hold CUBE as of Q2 2025.

Washington Trust reported no remaining CubeSmart position as of Q2 2025 after selling out during the quarter.
Washington Trust sold 2,500 CubeSmart shares in Q2 2025, an estimated $107K.
Washington Trust first reported a position in CubeSmart in Q2 2018 and held it in 22 quarters.
Washington Trust's CubeSmart position peaked at $201K in Q4 2021.
459 funds tracked by Wall St. Rank held CubeSmart as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.