BWA
CUBE icon

Basecamp Wealth Advisors’s CubeSmart CUBE Stock Holding History

Basecamp Wealth Advisors’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 		$30.8K Buy
775
+142
+22% +$5.65K 0.01% 676
2026
Q1 		$23.2K Buy
633
+244
+63% +$9.36K ﹤0.01% 780
2025
Q4 		$14K Buy
+389
New +$14.8K ﹤0.01% 881

Other funds holding CUBE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Basecamp Wealth Advisors's CUBE Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its CubeSmart (CUBE) stake by 22% in Q2 2026, buying an estimated $5.65K and bringing the position to 775 shares worth $30.8K. The position accounts for 0.01% of the portfolio, ranked #676.

Basecamp Wealth Advisors first reported a position in CUBE in Q4 2025 and has held it in 3 quarters since. 517 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • Basecamp Wealth Advisors held 775 shares of CubeSmart worth $30.8K as of Q2 2026.
  • Basecamp Wealth Advisors bought 142 CubeSmart shares in Q2 2026, an estimated $5.65K.
  • CubeSmart made up 0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #676 holding.
  • Basecamp Wealth Advisors first reported a position in CubeSmart in Q4 2025 and has held it in 3 quarters since.
  • 517 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.