CUBE CUBESMART

Ownership history in SYNTAX RESEARCH, INC.  ·  8 quarters on record

This page tracks every 13F SEC filing in which SYNTAX RESEARCH, INC. reported a position in CUBESMART (CUBE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.5% (2024 Q2)
Avg. % of fund
1.09%
First filed
2023 Q3
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 1,750 +1,334 +320.7% 0.05% $71K $39.55
2025 Q1 REDUCED 416 -9,996 -96.0% 0.01% $18K $40.54
2024 Q4 ADDED 10,412 +10,003 +2445.7% 0.32% $446K $40.18
2024 Q3 REDUCED 409 -69,639 -99.4% 0.01% $22K $49.99
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    CUBE price (monthly, adj. close)
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