Bogart Wealth LLC’s CubeSmart CUBE Stock Holding History

Bogart Wealth LLC’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	–	Sell	-60	Closed	-$2.2K	–	2028
2026 Q1	$2.2K	Buy	+60	New	+$2.3K	﹤0.01%	1253
2025 Q3	–	Sell	-12	Closed	-$510	–	1550
2025 Q2	$510	Buy	+12	New	+$498	﹤0.01%	1349

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

Bogart Wealth LLC's CUBE Position: Q2 2026 in Review

Bogart Wealth LLC sold out of CubeSmart (CUBE) in Q2 2026, closing a stake of 60 shares — an estimated $2.2K sold.

Bogart Wealth LLC first reported a position in CUBE in Q2 2025 and held it in 2 quarters. The position peaked at $2.2K in Q1 2026. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

Bogart Wealth LLC reported no remaining CubeSmart position as of Q2 2026 after selling out during the quarter.
Bogart Wealth LLC sold 60 CubeSmart shares in Q2 2026, an estimated $2.2K.
Bogart Wealth LLC first reported a position in CubeSmart in Q2 2025 and held it in 2 quarters.
Bogart Wealth LLC's CubeSmart position peaked at $2.2K in Q1 2026.
519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.