Avion Wealth’s CubeSmart CUBE Stock Holding History

Avion 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	$1K	Hold	27	–	–	﹤0.01%	1213
2026 Q1	$0	Buy	27 +14	+108%	+$537	﹤0.01%	1313
2025 Q4	$0	Sell	13 -13	-50%	-$494	﹤0.01%	1304
2025 Q3	$1K	Buy	26 +1	+4%	+$41	﹤0.01%	983
2025 Q2	$1K	Buy	+25	New	+$1.04K	﹤0.01%	940

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

Avion Wealth's CUBE Position: Q2 2026 in Review

Avion Wealth held its CubeSmart (CUBE) position steady in Q2 2026 at 27 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

Avion Wealth first reported a position in CUBE in Q2 2025 and has held it in 5 quarters since. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

Avion Wealth held 27 shares of CubeSmart worth $1K as of Q2 2026.
Avion Wealth left its CubeSmart share count unchanged in Q2 2026.
CubeSmart made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1213 holding.
Avion Wealth first reported a position in CubeSmart in Q2 2025 and has held it in 5 quarters since.
519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.