WhitTier Trust Company’s CubeSmart CUBE Stock Holding History

WhitTier Trust Company’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
2026 Q2	$9.69K	Hold	237	–	–	﹤0.01%	1072
2026 Q1	$8.82K	Hold	237	–	–	﹤0.01%	1064
2025 Q4	$8.64K	Sell	237 -14	-6%	-$532	﹤0.01%	1035
2025 Q3	$10.2K	Sell	251 -4	-2%	-$163	﹤0.01%	1004
2025 Q2	$10.8K	Hold	255	–	–	﹤0.01%	1131
2025 Q1	$10.9K	Hold	255	–	–	﹤0.01%	1092
2024 Q4	$10.9K	Sell	255 -86	-25%	-$4.12K	﹤0.01%	1054
2024 Q3	$18.4K	Hold	341	–	–	﹤0.01%	948
2024 Q2	$15.4K	Buy	341 +280	+459%	+$12.1K	﹤0.01%	936
2024 Q1	$2.76K	Buy	61 +2	+3%	+$89	﹤0.01%	1103
2023 Q4	$2.73K	Buy	+59	New	+$2.32K	﹤0.01%	1103

Other funds holding CUBE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

ACM

AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

WhitTier Trust Company's CUBE Position: Q2 2026 in Review

WhitTier Trust Company held its CubeSmart (CUBE) position steady in Q2 2026 at 237 shares worth $9.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1072.

WhitTier Trust Company first reported a position in CUBE in Q4 2023 and has held it in 11 quarters since. The position peaked at $18.4K in Q3 2024. 235 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

WhitTier Trust Company held 237 shares of CubeSmart worth $9.69K as of Q2 2026.
WhitTier Trust Company left its CubeSmart share count unchanged in Q2 2026.
CubeSmart made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #1072 holding.
WhitTier Trust Company first reported a position in CubeSmart in Q4 2023 and has held it in 11 quarters since.
WhitTier Trust Company's CubeSmart position peaked at $18.4K in Q3 2024.
235 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.