Y-Intercept (HK)
CUBE icon

Y-Intercept (HK)’s CubeSmart CUBE Stock Holding History

Y-Intercept (HK)’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
Q3 		$1.27M Sell
33,893
-50,384
-60% -$2.04M 0.03% 874
2026
Q2 		$3.35M Sell
84,277
-54,896
-39% -$2.19M 0.07% 437
2026
Q1 		$5.1M Buy
139,173
+54,919
+65% +$2.11M 0.1% 314
2025
Q4 		$3.04M Buy
+84,254
New +$3.2M 0.07% 420
2025
Q3 		– Sell
-34,648
Closed -$1.47M – 1651
2025
Q2 		$1.47M Sell
34,648
-804
-2% -$33.3K 0.04% 750
2025
Q1 		$1.51M Sell
35,452
-37,759
-52% -$1.58M 0.1% 259
2024
Q4 		$3.14M Buy
73,211
+66,718
+1,028% +$3.2M 0.21% 116
2024
Q3 		$350K Sell
6,493
-34,059
-84% -$1.69M 0.02% 945
2024
Q2 		$1.83M Buy
+40,552
New +$1.75M 0.1% 265
2023
Q4 		– Sell
-51,135
Closed -$1.95M – 1297
2023
Q3 		$1.95M Buy
51,135
+40,053
+361% +$1.69M 0.19% 145
2023
Q2 		$495K Sell
11,082
-35,310
-76% -$1.6M 0.05% 568
2023
Q1 		$2.14M Buy
+46,392
New +$2.08M 0.25% 72
2022
Q4 		– Sell
-26,171
Closed -$1.05M – 1054
2022
Q3 		$1.05M Buy
+26,171
New +$1.18M 0.1% 292
2022
Q2 		– Sell
-17,961
Closed -$935K – 913
2022
Q1 		$935K Sell
17,961
-176
-1% -$8.91K 0.21% 127
2021
Q4 		$1.03M Sell
18,137
-7,993
-31% -$430K 0.24% 114
2021
Q3 		$1.27M Buy
+26,130
New +$1.32M 0.23% 137

Other funds holding CUBE

Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Econ Financial Services
Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Y-Intercept (HK)'s CUBE Position: Q3 2026 in Review

Y-Intercept (HK) reduced its CubeSmart (CUBE) stake by 60% in Q3 2026, selling an estimated $2.04M and leaving 33,893 shares worth $1.27M. The position accounts for 0.03% of the portfolio, ranked #874.

Y-Intercept (HK) first reported a position in CUBE in Q3 2021 and has held it in 16 quarters since. The position peaked at $5.1M in Q1 2026. 80 funds tracked by Wall St. Rank hold CUBE as of Q3 2026.

  • Y-Intercept (HK) held 33,893 shares of CubeSmart worth $1.27M as of Q3 2026.
  • Y-Intercept (HK) sold 50,384 CubeSmart shares in Q3 2026, an estimated $2.04M.
  • CubeSmart made up 0.03% of Y-Intercept (HK)'s portfolio in Q3 2026, its #874 holding.
  • Y-Intercept (HK) first reported a position in CubeSmart in Q3 2021 and has held it in 16 quarters since.
  • Y-Intercept (HK)'s CubeSmart position peaked at $5.1M in Q1 2026.
  • 80 funds tracked by Wall St. Rank held CubeSmart as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.