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Caerus Investment Advisors’s CubeSmart CUBE Stock Holding History

Caerus 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 		$249K Buy
+6,260
New +$249K 0.08% 248

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 $3.37T AUM 44.26% 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

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

Caerus Investment Advisors opened a new position in CubeSmart (CUBE) in Q2 2026: 6,260 shares worth $249K. The stake represents 0.08% of the portfolio and ranks #248 among its holdings.

517 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • Caerus Investment Advisors held 6,260 shares of CubeSmart worth $249K as of Q2 2026.
  • CubeSmart was a new Caerus Investment Advisors position in Q2 2026.
  • CubeSmart made up 0.08% of Caerus Investment Advisors's portfolio in Q2 2026, its #248 holding.
  • 517 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.