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Brookwood Investment Group’s CubeSmart CUBE Stock Holding History

Brookwood Investment Group’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 		$310K Sell
7,792
-25
-0.3% -$995 0.03% 395
2026
Q1 		$286K Buy
+7,817
New +$300K 0.04% 404

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 $3.38T AUM 44.17% 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

Brookwood Investment Group's CUBE Position: Q2 2026 in Review

Brookwood Investment Group reduced its CubeSmart (CUBE) stake by 0.32% in Q2 2026, selling an estimated $995 and leaving 7,792 shares worth $310K. The position accounts for 0.03% of the portfolio, ranked #395.

Brookwood Investment Group first reported a position in CUBE in Q1 2026 and has held it in 2 quarters since. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • Brookwood Investment Group held 7,792 shares of CubeSmart worth $310K as of Q2 2026.
  • Brookwood Investment Group sold 25 CubeSmart shares in Q2 2026, an estimated $995.
  • CubeSmart made up 0.03% of Brookwood Investment Group's portfolio in Q2 2026, its #395 holding.
  • Brookwood Investment Group first reported a position in CubeSmart in Q1 2026 and has held it in 2 quarters since.
  • 519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.