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WealthTrak Capital Management’s CubeSmart CUBE Stock Holding History

WealthTrak Capital Management’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
Q3 		– Sell
-20
Closed -$850 – 272
2025
Q2 		$850 Buy
20
+15
+300% +$622 ﹤0.01% 564
2025
Q1 		$214 Hold
5
– – ﹤0.01% 837
2024
Q4 		$215 Buy
+5
New +$240 ﹤0.01% 783

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

WealthTrak Capital Management's CUBE Position: Q3 2025 in Review

WealthTrak Capital Management sold out of CubeSmart (CUBE) in Q3 2025, closing a stake of 20 shares — an estimated $850 sold.

WealthTrak Capital Management first reported a position in CUBE in Q4 2024 and held it in 3 quarters. The position peaked at $850 in Q2 2025. 478 funds tracked by Wall St. Rank hold CUBE as of Q3 2025.

  • WealthTrak Capital Management reported no remaining CubeSmart position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 20 CubeSmart shares in Q3 2025, an estimated $850.
  • WealthTrak Capital Management first reported a position in CubeSmart in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's CubeSmart position peaked at $850 in Q2 2025.
  • 478 funds tracked by Wall St. Rank held CubeSmart as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.