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Joel Greenblatt’s CUBE Holdings & Trades

First Buy
Q4 2022
Duration Held
13 Quarters
Largest Add
Q1 2026
+141,681 Shares
Current Position
201,111 Shares
$7.37 M Value

Joel Greenblatt's CUBE Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 201,111 shares of CubeSmart (CUBE) worth $7.37 M, representing 0.02% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 13 quarters.

Based on 13F filings, Joel Greenblatt has maintained a strategic position in CUBE, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 141,681 shares. Largest reduction occurred in Q4 2025, reducing 42,187 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's CubeSmart (CUBE) Holding Value Over Time

Track share changes against reported price movement

Quarterly CubeSmart (CUBE) Trades by Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 +141,681 Add 238.40% 201,111 $36.65
Q4 2025 -42,187 Reduce 41.52% 59,430 $36.05
Q3 2025 -23,809 Reduce 18.98% 101,617 $40.66
Q2 2025 +125,426 New Buy 125,426 $42.50
Q1 2025 -28,099 Sold Out 0 $0.00
Q4 2024 -12,431 Reduce 30.67% 28,099 $42.85
Q3 2024 +14,676 Add 56.76% 40,530 $53.83
Q2 2024 +14,243 Add 122.67% 25,854 $45.17
Q1 2024 +6,211 Add 115.02% 11,611 $45.22
Q4 2023 +5,400 New Buy 5,400 $46.35
Q2 2023 -7,424 Sold Out 0 $0.00
Q1 2023 +177 Add 2.44% 7,424 $46.22
Q4 2022 +7,247 New Buy 7,247 $40.25

Joel Greenblatt's CubeSmart Investment FAQs

Joel Greenblatt first purchased CubeSmart (CUBE) in Q4 2022, acquiring 7,247 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt has held CubeSmart (CUBE) for 13 quarters since Q4 2022.

Joel Greenblatt's largest addition to CubeSmart (CUBE) was in Q1 2026, adding 201,111 shares worth $7.37 M.

According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 201,111 shares of CubeSmart (CUBE), valued at approximately $7.37 M.

As of the Q1 2026 filing, CubeSmart (CUBE) represents approximately 0.02% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.

Joel Greenblatt's peak holding in CubeSmart (CUBE) was 201,111 shares, as reported at the end of Q1 2026.