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Belpointe Asset Management’s CubeSmart CUBE Stock Holding History

Belpointe Asset Management’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 		$242K Buy
6,081
+57
+0.9% +$2.27K 0.01% 978
2026
Q1 		$221K Buy
6,024
+148
+3% +$5.68K 0.01% 975
2025
Q4 		$212K Buy
5,876
+14
+0.2% +$532 0.01% 955
2025
Q3 		$238K Sell
5,862
-541
-8% -$22K 0.01% 870
2025
Q2 		$272K Buy
6,403
+412
+7% +$17.1K 0.01% 783
2025
Q1 		$256K Sell
5,991
-280
-4% -$11.7K 0.01% 771
2024
Q4 		$325K Hold
6,271
– – 0.02% 628
2024
Q3 		$338K Buy
6,271
+24
+0.4% +$1.19K 0.02% 627
2024
Q2 		$282K Buy
6,247
+388
+7% +$16.7K 0.02% 605
2024
Q1 		$265K Buy
5,859
+29
+0.5% +$1.29K 0.02% 645
2023
Q4 		$270K Sell
5,830
-519
-8% -$20.4K 0.02% 560
2023
Q3 		$242K Sell
6,349
-25
-0.4% -$1.05K 0.03% 545
2023
Q2 		$285K Sell
6,374
-318
-5% -$14.4K 0.03% 469
2023
Q1 		$309K Buy
6,692
+455
+7% +$20.4K 0.02% 739
2022
Q4 		$251K Buy
6,237
+482
+8% +$19.4K 0.02% 789
2022
Q3 		$231K Buy
5,755
+16
+0.3% +$721 0.02% 773
2022
Q2 		$245K Buy
5,739
+244
+4% +$11.2K 0.02% 745
2022
Q1 		$286K Buy
5,495
+1
+0% +$51 0.02% 746
2021
Q4 		$313K Hold
5,494
– – 0.02% 686
2021
Q3 		$266K Buy
5,494
+111
+2% +$5.6K 0.02% 738
2021
Q2 		$249K Buy
+5,383
New +$232K 0.02% 742

Other funds holding CUBE

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Belpointe Asset Management's CUBE Position: Q2 2026 in Review

Belpointe Asset Management increased its CubeSmart (CUBE) stake by 0.95% in Q2 2026, buying an estimated $2.27K and bringing the position to 6,081 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #978.

Belpointe Asset Management first reported a position in CUBE in Q2 2021 and has held it in 21 quarters since. The position peaked at $338K in Q3 2024. 150 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • Belpointe Asset Management held 6,081 shares of CubeSmart worth $242K as of Q2 2026.
  • Belpointe Asset Management bought 57 CubeSmart shares in Q2 2026, an estimated $2.27K.
  • CubeSmart made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #978 holding.
  • Belpointe Asset Management first reported a position in CubeSmart in Q2 2021 and has held it in 21 quarters since.
  • Belpointe Asset Management's CubeSmart position peaked at $338K in Q3 2024.
  • 150 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.