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Wedbush Securities’s CubeSmart CUBE Stock Holding History

Wedbush Securities’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
Q1 		– Sell
-6,382
Closed -$273K – 1124
2024
Q4 		$273K Sell
6,382
-919
-13% -$44.1K 0.01% 863
2024
Q3 		$393K Buy
7,301
+101
+1% +$5.01K 0.01% 694
2024
Q2 		$325K Buy
7,200
+571
+9% +$24.6K 0.01% 823
2024
Q1 		$300K Sell
6,629
-281
-4% -$12.5K 0.01% 876
2023
Q4 		$320K Buy
6,910
+297
+4% +$11.7K 0.01% 738
2023
Q3 		$252K Buy
+6,613
New +$279K 0.01% 805
2022
Q2 		– Sell
-7,085
Closed -$369K – 1091
2022
Q1 		$369K Buy
7,085
+235
+3% +$11.9K 0.02% 715
2021
Q4 		$390K Buy
+6,850
New +$368K 0.02% 751
2020
Q4 		– Sell
-7,230
Closed -$234K – 896
2020
Q3 		$234K Buy
+7,230
New +$219K 0.02% 715

Other funds holding CUBE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Wedbush Securities's CUBE Position: Q1 2025 in Review

Wedbush Securities sold out of CubeSmart (CUBE) in Q1 2025, closing a stake of 6,382 shares — an estimated $273K sold.

Wedbush Securities first reported a position in CUBE in Q3 2020 and held it in 9 quarters. The position peaked at $393K in Q3 2024. 442 funds tracked by Wall St. Rank hold CUBE as of Q1 2025.

  • Wedbush Securities reported no remaining CubeSmart position as of Q1 2025 after selling out during the quarter.
  • Wedbush Securities sold 6,382 CubeSmart shares in Q1 2025, an estimated $273K.
  • Wedbush Securities first reported a position in CubeSmart in Q3 2020 and held it in 9 quarters.
  • Wedbush Securities's CubeSmart position peaked at $393K in Q3 2024.
  • 442 funds tracked by Wall St. Rank held CubeSmart as of Q1 2025.

Based on Wedbush Securities's 13F filing for Q1 2025, filed 6 May 2025.