Asset Planning Inc
CUBE icon

Asset Planning Inc’s CubeSmart CUBE Stock Holding History

Asset Planning Inc’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 		$3.76K Hold
100
– – ﹤0.01% 279
2026
Q2 		$3.98K Hold
100
– – ﹤0.01% 285
2026
Q1 		$3.66K Buy
+100
New +$3.84K ﹤0.01% 268

Other funds holding CUBE

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
AEW Capital Management
AEW Capital Management Boston, Massachusetts $1.56B AUM 8.6% 1-Year Est. Return
ACMI
AEW CAPITAL MANAGEMENT INC Boston, Massachusetts $1.56B AUM
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Asset Planning Inc's CUBE Position: Q3 2026 in Review

Asset Planning Inc held its CubeSmart (CUBE) position steady in Q3 2026 at 100 shares worth $3.76K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

Asset Planning Inc first reported a position in CUBE in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.98K in Q2 2026. 292 funds tracked by Wall St. Rank hold CUBE as of Q3 2026.

  • Asset Planning Inc held 100 shares of CubeSmart worth $3.76K as of Q3 2026.
  • Asset Planning Inc left its CubeSmart share count unchanged in Q3 2026.
  • CubeSmart made up ﹤0.01% of Asset Planning Inc's portfolio in Q3 2026, its #279 holding.
  • Asset Planning Inc first reported a position in CubeSmart in Q1 2026 and has held it in 3 quarters since.
  • Asset Planning Inc's CubeSmart position peaked at $3.98K in Q2 2026.
  • 292 funds tracked by Wall St. Rank held CubeSmart as of Q3 2026.

Based on Asset Planning Inc's 13F filing for Q3 2026, filed 26 Oct 2026.