Allied Private Wealth’s CubeSmart CUBE Stock Holding History

Allied Private Wealth’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	$1.44K	Buy	+36	New	+$1.43K	﹤0.01%	768

Other funds holding CUBE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Allied Private Wealth's CUBE Position: Q2 2026 in Review

Allied Private Wealth opened a new position in CubeSmart (CUBE) in Q2 2026: 36 shares worth $1.44K. The stake represents ﹤0.01% of the portfolio and ranks #768 among its holdings.

517 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

Allied Private Wealth held 36 shares of CubeSmart worth $1.44K as of Q2 2026.
CubeSmart was a new Allied Private Wealth position in Q2 2026.
CubeSmart made up ﹤0.01% of Allied Private Wealth's portfolio in Q2 2026, its #768 holding.
517 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.