Institutional & Family Asset Management, LLC Cube Smart Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 08, 2022	BUY	$38.87 - $54.46 $1,632 - $2,287	42 Added 38.89%	150 $6,000
Q1 2022 May 11, 2022	BUY	$47.94 - $54.82 $1,054 - $1,206	22 Added 25.58%	108 $6,000
Q2 2021 Aug 10, 2021	SELL	$38.77 - $47.68 $581 - $715	-15 Reduced 14.85%	86 $4,000
Q1 2020 May 14, 2020	BUY	$20.85 - $33.0 $417 - $660	20 Added 24.69%	101 $3,000
Q1 2018 May 14, 2018	BUY	$25.34 - $28.97 $2,052 - $2,346	81 New	81 $2,000

Others Institutions Holding CUBE

# of Institutions

468

Shares Held

191M

Call Options Held

80.4K

Put Options Held

28.7K

Vanguard Group Inc Valley Forge, PA

31.4M
Shares

$1.54 Billion
0.03% of portfolio
Black Rock Inc. New York, NY

27.1M
Shares

$1.33 Billion
0.03% of portfolio
State Street Corp Boston, MA

11.2M
Shares

$548 Million
0.03% of portfolio
Price T Rowe Associates Inc Baltimore, MD

6.81M
Shares

$333 Million
0.04% of portfolio
Deutsche Bank Ag\ Frankfurt Am Main, 2M

5.36M
Shares

$262 Million
0.12% of portfolio

View Full List

About CubeSmart

Ticker CUBE
Exchange NYSE
Sector Real Estate
Industry REIT—Industrial
Shares Outstandng 224,454,000
Market Cap $11B
Description
CubeSmart is a self-administered and self-managed real estate investment trust. The Company's self-storage properties are designed to offer affordable, easily accessible and secure storage space for residential and commercial customers. According to the 2020 Self-Storage Almanac, CubeSmart is one of the top three owners and operators of self-sto...

More about CUBE

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