Superior Planning, LLC’s CubeSmart CUBE Stock Holding History

Superior Planning, LLC’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	$32.9K	Buy	+875	New	+$35.4K	0.01%	512

Other funds holding CUBE

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.54B AUM 4.99% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Lasalle Investment Management Securities Baltimore, Maryland $2.65B AUM 6.23% 1-Year Est. Return

Superior Planning, LLC's CUBE Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in CubeSmart (CUBE) in Q3 2026: 875 shares worth $32.9K. The stake represents 0.01% of the portfolio and ranks #512 among its holdings.

343 funds tracked by Wall St. Rank hold CUBE as of Q3 2026.

Superior Planning, LLC held 875 shares of CubeSmart worth $32.9K as of Q3 2026.
CubeSmart was a new Superior Planning, LLC position in Q3 2026.
CubeSmart made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #512 holding.
343 funds tracked by Wall St. Rank held CubeSmart as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.