AWM
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Activest Wealth Management’s CubeSmart CUBE Stock Holding History

Activest Wealth Management’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
Q2 		$13.4K Buy
+336
New +$13.4K ﹤0.01% 522
2025
Q1 		– Sell
-1
Closed -$42 – 1083
2024
Q4 		$43 Buy
+1
New +$48 ﹤0.01% 761

Other funds holding CUBE

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Activest Wealth Management's CUBE Position: Q2 2026 in Review

Activest Wealth Management opened a new position in CubeSmart (CUBE) in Q2 2026: 336 shares worth $13.4K. The stake represents ﹤0.01% of the portfolio and ranks #522 among its holdings. This is a return to the name: Activest Wealth Management previously reported a position in CUBE as recently as Q4 2024.

Activest Wealth Management first reported a position in CUBE in Q4 2024 and has held it in 2 quarters since. 130 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • Activest Wealth Management held 336 shares of CubeSmart worth $13.4K as of Q2 2026.
  • CubeSmart was a new Activest Wealth Management position in Q2 2026.
  • CubeSmart made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #522 holding.
  • Activest Wealth Management first reported a position in CubeSmart in Q4 2024 and has held it in 2 quarters since.
  • 130 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.