Belpointe Asset Management
CUBE icon

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
Q3 		$226K Sell
6,015
-66
-1% -$2.67K 0.01% 1049
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% -$1.06K 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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
AEW Capital Management
AEW Capital Management Boston, Massachusetts $1.56B AUM 8.6% 1-Year Est. Return
ACMI
AEW CAPITAL MANAGEMENT INC Boston, Massachusetts $1.56B AUM
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Belpointe Asset Management's CUBE Position: Q3 2026 in Review

Belpointe Asset Management reduced its CubeSmart (CUBE) stake by 1.1% in Q3 2026, selling an estimated $2.67K and leaving 6,015 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #1049.

Belpointe Asset Management first reported a position in CUBE in Q2 2021 and has held it in 22 quarters since. The position peaked at $338K in Q3 2024. 284 funds tracked by Wall St. Rank hold CUBE as of Q3 2026.

  • Belpointe Asset Management held 6,015 shares of CubeSmart worth $226K as of Q3 2026.
  • Belpointe Asset Management sold 66 CubeSmart shares in Q3 2026, an estimated $2.67K.
  • CubeSmart made up 0.01% of Belpointe Asset Management's portfolio in Q3 2026, its #1049 holding.
  • Belpointe Asset Management first reported a position in CubeSmart in Q2 2021 and has held it in 22 quarters since.
  • Belpointe Asset Management's CubeSmart position peaked at $338K in Q3 2024.
  • 284 funds tracked by Wall St. Rank held CubeSmart as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.