Wellington Management Group
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Wellington Management Group’s CubeSmart CUBE Stock Holding History

Wellington Management Group’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
-32,645
Closed -$1.33M – 1955
2025
Q3 		$1.33M Sell
32,645
-387
-1% -$15.8K ﹤0.01% 1720
2025
Q2 		$1.4M Buy
33,032
+3,307
+11% +$137K ﹤0.01% 1658
2025
Q1 		$1.27M Sell
29,725
-780,108
-96% -$32.6M ﹤0.01% 1651
2024
Q4 		$34.7M Sell
809,833
-119,874
-13% -$5.75M 0.01% 814
2024
Q3 		$50M Buy
929,707
+113,422
+14% +$5.63M 0.01% 701
2024
Q2 		$36.9M Sell
816,285
-212,690
-21% -$9.17M 0.01% 780
2024
Q1 		$46.5M Sell
1,028,975
-725,619
-41% -$32.2M 0.01% 728
2023
Q4 		$81.3M Buy
1,754,594
+601,530
+52% +$23.6M 0.02% 603
2023
Q3 		$44M Buy
1,153,064
+143,244
+14% +$6.04M 0.01% 722
2023
Q2 		$45.1M Sell
1,009,820
-298,813
-23% -$13.6M 0.01% 730
2023
Q1 		$60.5M Buy
1,308,633
+747,739
+133% +$33.5M 0.01% 644
2022
Q4 		$22.6M Buy
560,894
+213,262
+61% +$8.58M ﹤0.01% 886
2022
Q3 		$13.9M Sell
347,632
-137,207
-28% -$6.18M ﹤0.01% 1013
2022
Q2 		$20.7M Buy
+484,839
New +$22.3M ﹤0.01% 933
2016
Q3 		– Sell
-23,700
Closed -$732K – 2191
2016
Q2 		$732K Buy
+23,700
New +$739K ﹤0.01% 1844
2016
Q1 		– Sell
-780,131
Closed -$23.9M – 2138
2015
Q4 		$23.9M Sell
780,131
-11,299
-1% -$324K 0.01% 905
2015
Q3 		$21.5M Buy
791,430
+89,235
+13% +$2.28M 0.01% 942
2015
Q2 		$16.3M Buy
702,195
+146,030
+26% +$3.44M ﹤0.01% 1088
2015
Q1 		$13.4M Buy
+556,165
New +$13.4M ﹤0.01% 1163

Other funds holding CUBE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group's CUBE Position: Q4 2025 in Review

Wellington Management Group sold out of CubeSmart (CUBE) in Q4 2025, closing a stake of 32,645 shares — an estimated $1.33M sold.

Wellington Management Group first reported a position in CUBE in Q1 2015 and held it in 19 quarters. The position peaked at $81.3M in Q4 2023. 463 funds tracked by Wall St. Rank hold CUBE as of Q4 2025.

  • Wellington Management Group reported no remaining CubeSmart position as of Q4 2025 after selling out during the quarter.
  • Wellington Management Group sold 32,645 CubeSmart shares in Q4 2025, an estimated $1.33M.
  • Wellington Management Group first reported a position in CubeSmart in Q1 2015 and held it in 19 quarters.
  • Wellington Management Group's CubeSmart position peaked at $81.3M in Q4 2023.
  • 463 funds tracked by Wall St. Rank held CubeSmart as of Q4 2025.

Based on Wellington Management Group's 13F filing for Q4 2025, filed 17 Feb 2026.