West Branch Capital’s CubeSmart CUBE Stock Holding History

West Branch Capital’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	-333	Closed	-$13.5K	–	425
2025 Q3	$13.5K	Buy	+333	New	+$13.6K	﹤0.01%	237

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

West Branch Capital's CUBE Position: Q4 2025 in Review

West Branch Capital sold out of CubeSmart (CUBE) in Q4 2025, closing a stake of 333 shares — an estimated $13.5K sold.

West Branch Capital first reported a position in CUBE in Q3 2025 and held it in 1 quarter. The position peaked at $13.5K in Q3 2025. 465 funds tracked by Wall St. Rank hold CUBE as of Q4 2025.

West Branch Capital reported no remaining CubeSmart position as of Q4 2025 after selling out during the quarter.
West Branch Capital sold 333 CubeSmart shares in Q4 2025, an estimated $13.5K.
West Branch Capital first reported a position in CubeSmart in Q3 2025 and held it in 1 quarter.
West Branch Capital's CubeSmart position peaked at $13.5K in Q3 2025.
465 funds tracked by Wall St. Rank held CubeSmart as of Q4 2025.

Based on West Branch Capital's 13F filing for Q4 2025, filed 16 Jan 2026.