XF
CUBE icon

XML Financial’s CubeSmart CUBE Stock Holding History

XML Financial’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
-7,195
Closed -$293K – 449
2025
Q3 		$293K Buy
7,195
+87
+1% +$3.54K 0.02% 315
2025
Q2 		$302K Buy
7,108
+94
+1% +$3.9K 0.03% 300
2025
Q1 		$300K Sell
7,014
-114
-2% -$4.76K 0.03% 286
2024
Q4 		$305K Sell
7,128
-175
-2% -$8.39K 0.03% 290
2024
Q3 		$393K Buy
7,303
+78
+1% +$3.87K 0.04% 257
2024
Q2 		$326K Buy
7,225
+82
+1% +$3.54K 0.03% 265
2024
Q1 		$323K Buy
7,143
+35
+0.5% +$1.55K 0.03% 271
2023
Q4 		$329K Sell
7,108
-483
-6% -$19K 0.03% 256
2023
Q3 		$289K Buy
7,591
+59
+0.8% +$2.49K 0.03% 265
2023
Q2 		$336K Buy
7,532
+78
+1% +$3.54K 0.04% 260
2023
Q1 		$345K Buy
7,454
+85
+1% +$3.81K 0.04% 253
2022
Q4 		$297K Buy
+7,369
New +$297K 0.04% 264

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 $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

XML Financial's CUBE Position: Q4 2025 in Review

XML Financial sold out of CubeSmart (CUBE) in Q4 2025, closing a stake of 7,195 shares — an estimated $293K sold.

XML Financial first reported a position in CUBE in Q4 2022 and held it in 12 quarters. The position peaked at $393K in Q3 2024. 465 funds tracked by Wall St. Rank hold CUBE as of Q4 2025.

  • XML Financial reported no remaining CubeSmart position as of Q4 2025 after selling out during the quarter.
  • XML Financial sold 7,195 CubeSmart shares in Q4 2025, an estimated $293K.
  • XML Financial first reported a position in CubeSmart in Q4 2022 and held it in 12 quarters.
  • XML Financial's CubeSmart position peaked at $393K in Q3 2024.
  • 465 funds tracked by Wall St. Rank held CubeSmart as of Q4 2025.

Based on XML Financial's 13F filing for Q4 2025, filed 11 Feb 2026.