CUBE CUBESMART

Ownership history in B&I Capital AG  ·  21 quarters on record

AI Ownership Summary

B&I Capital AG reported CUBESMART (CUBE) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.78% in 2024 Q4. The latest visible filing shows CUBE at 3.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CUBE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was B&I Capital AG's position in CUBESMART, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CUBE was reported at 3.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.78% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How B&I Capital AG held CUBE — position size vs. price
% of Fund (quarterly)    CUBE price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 243,840 -32,350 -11.7% 3.13% $8.8M 2026-02-14 (Est.) $38.93
2025 Q3 ADDED 276,190 +2,550 +0.9% 3.89% $11.2M 2025-11-04 $36.86
2025 Q2 REDUCED 273,640 -10,400 -3.7% 3.96% $11.6M 2025-08-13 $38.46
2025 Q1 REDUCED 284,040 -58,350 -17.0% 3.94% $12.1M 2025-05-06 $40.36
2024 Q4 ADDED 342,390 +91,500 +36.5% 4.78% $14.7M 2025-02-06 $40.23
2024 Q3 ADDED 250,890 +61,400 +32.4% 3.91% $13.5M 2024-10-29 $44.69
2024 Q2 REDUCED 189,490 -15,950 -7.8% 2.74% $8.6M 2024-08-07 $43.96
2024 Q1 ADDED 205,440 +57,400 +38.8% 2.94% $9.3M 2024-04-23 $38.38
2023 Q4 REDUCED 148,040 -7,050 -4.5% 2.16% $6.9M 2024-01-29 $40.96
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About B&I Capital AG and CUBE

These are the practical questions this page is built to answer before you even open the full history table.

How long has B&I Capital AG reported owning CUBE?

B&I Capital AG reported CUBE across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CUBE position in B&I Capital AG's portfolio?

The largest reported portfolio weight for CUBE was 4.78% in 2024 Q4.

What is the latest reported CUBE position on this page?

The most recent filing on this page is 2025 Q4, when B&I Capital AG reported 243,840 shares, equal to 3.13% of portfolio, with an estimated market value of $8.8M.

What does the chart on this CUBE ownership page compare?

The chart compares B&I Capital AG's quarterly CUBE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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