AssuredPartners Investment Advisors’s CubeSmart CUBE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$341K Sell
8,573
-244
-3% -$9.71K 0.03% 322
2026
Q1
$328K Sell
8,817
-817
-8% -$31.3K 0.04% 317
2025
Q4
$347K Buy
+9,634
New +$366K 0.05% 255

Other funds holding CUBE

AssuredPartners Investment Advisors's CUBE Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its CubeSmart (CUBE) stake by 2.8% in Q2 2026, selling an estimated $9.71K and leaving 8,573 shares worth $341K. The position accounts for 0.03% of the portfolio, ranked #322.

AssuredPartners Investment Advisors first reported a position in CUBE in Q4 2025 and has held it in 3 quarters since. The position peaked at $347K in Q4 2025. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • AssuredPartners Investment Advisors held 8,573 shares of CubeSmart worth $341K as of Q2 2026.
  • AssuredPartners Investment Advisors sold 244 CubeSmart shares in Q2 2026, an estimated $9.71K.
  • CubeSmart made up 0.03% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #322 holding.
  • AssuredPartners Investment Advisors first reported a position in CubeSmart in Q4 2025 and has held it in 3 quarters since.
  • AssuredPartners Investment Advisors's CubeSmart position peaked at $347K in Q4 2025.
  • 519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.