Wealthspire Advisors (New York)’s CubeSmart CUBE Stock Holding History

Wealthspire Advisors (New York)’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	-836	Closed	-$34K	–	1450
2025 Q3	$34K	Buy	+836	New	+$34.1K	﹤0.01%	1393
2022 Q4	–	Sell	-11,087	Closed	-$444K	–	585
2022 Q3	$444K	Hold	11,087	–	–	0.01%	353
2022 Q2	$474K	Hold	11,087	–	–	0.01%	326
2022 Q1	$577K	Hold	11,087	–	–	0.01%	253
2021 Q4	$631K	Buy	+11,087	New	+$596K	0.01%	283

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 $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

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

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

Wealthspire Advisors (New York)'s CUBE Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of CubeSmart (CUBE) in Q4 2025, closing a stake of 836 shares — an estimated $34K sold.

Wealthspire Advisors (New York) first reported a position in CUBE in Q4 2021 and held it in 5 quarters. The position peaked at $631K in Q4 2021. 465 funds tracked by Wall St. Rank hold CUBE as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining CubeSmart position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 836 CubeSmart shares in Q4 2025, an estimated $34K.
Wealthspire Advisors (New York) first reported a position in CubeSmart in Q4 2021 and held it in 5 quarters.
Wealthspire Advisors (New York)'s CubeSmart position peaked at $631K in Q4 2021.
465 funds tracked by Wall St. Rank held CubeSmart as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.