Bell Investment Advisors’s CubeSmart CUBE Stock Holding History

Bell Investment 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	$6.36K	Hold	160	–	–	﹤0.01%	885
2026 Q1	$5.86K	Sell	160 -16	-9%	-$614	﹤0.01%	896
2025 Q4	$6.34K	Buy	176 +28	+19%	+$1.06K	﹤0.01%	890
2025 Q3	$6.02K	Sell	148 -21	-12%	-$856	﹤0.01%	835
2025 Q2	$7.18K	Buy	169 +13	+8%	+$539	﹤0.01%	810
2025 Q1	$6.66K	Hold	156	–	–	﹤0.01%	778
2024 Q4	$6.68K	Hold	156	–	–	﹤0.01%	778
2024 Q3	$8.4K	Hold	156	–	–	﹤0.01%	690
2024 Q2	$7.05K	Hold	156	–	–	﹤0.01%	759
2024 Q1	$7.05K	Hold	156	–	–	﹤0.01%	734
2023 Q4	$7.23K	Sell	156 -25	-14%	-$982	﹤0.01%	694
2023 Q3	$6.9K	Sell	181 -1	-0.5%	-$42	﹤0.01%	654
2023 Q2	$8.13K	Sell	182 -11	-6%	-$499	﹤0.01%	594
2023 Q1	$8.92K	Buy	193 +11	+6%	+$493	﹤0.01%	524
2022 Q4	$7.33K	Buy	182 +14	+8%	+$564	﹤0.01%	622
2022 Q3	$7K	Sell	168 -9	-5%	-$406	﹤0.01%	524
2022 Q2	$8K	Buy	+177	New	+$8.14K	﹤0.01%	488
2021 Q4	$11K	Buy	200 +9	+5%	+$484	﹤0.01%	456
2021 Q3	$9K	Buy	+191	New	+$9.64K	﹤0.01%	475

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 $3.38T AUM 44.17% 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

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

Bell Investment Advisors held its CubeSmart (CUBE) position steady in Q2 2026 at 160 shares worth $6.36K. The position accounts for ﹤0.01% of the portfolio, ranked #885.

Bell Investment Advisors first reported a position in CUBE in Q3 2021 and has held it in 19 quarters since. The position peaked at $11K in Q4 2021. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

Bell Investment Advisors held 160 shares of CubeSmart worth $6.36K as of Q2 2026.
Bell Investment Advisors left its CubeSmart share count unchanged in Q2 2026.
CubeSmart made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #885 holding.
Bell Investment Advisors first reported a position in CubeSmart in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's CubeSmart position peaked at $11K in Q4 2021.
519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.