CAPTRUST Financial Advisors
CUBE icon

CAPTRUST Financial Advisors’s CubeSmart CUBE Stock Holding History

CAPTRUST Financial 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 		$3.16M Buy
79,533
+55,247
+227% +$2.2M ﹤0.01% 1045
2026
Q1 		$890K Sell
24,286
-2,480
-9% -$95.1K ﹤0.01% 1683
2025
Q4 		$965K Buy
26,766
+8,830
+49% +$336K ﹤0.01% 1533
2025
Q3 		$729K Buy
17,936
+253
+1% +$10.3K ﹤0.01% 1602
2025
Q2 		$752K Buy
17,683
+11,289
+177% +$468K ﹤0.01% 1487
2025
Q1 		$273K Buy
6,394
+934
+17% +$39K ﹤0.01% 1990
2024
Q4 		$234K Sell
5,460
-274
-5% -$13.1K ﹤0.01% 2056
2024
Q3 		$309K Buy
5,734
+248
+5% +$12.3K ﹤0.01% 1864
2024
Q2 		$248K Buy
5,486
+134
+3% +$5.78K ﹤0.01% 1920
2024
Q1 		$242K Sell
5,352
-965
-15% -$42.8K ﹤0.01% 1901
2023
Q4 		$293K Buy
+6,317
New +$248K ﹤0.01% 2127
2023
Q3 		– Sell
-4,889
Closed -$218K – 2649
2023
Q2 		$218K Buy
+4,889
New +$222K ﹤0.01% 2199

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

CAPTRUST Financial Advisors's CUBE Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its CubeSmart (CUBE) stake by 227% in Q2 2026, buying an estimated $2.2M and bringing the position to 79,533 shares worth $3.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1045.

CAPTRUST Financial Advisors first reported a position in CUBE in Q2 2023 and has held it in 12 quarters since. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • CAPTRUST Financial Advisors held 79,533 shares of CubeSmart worth $3.16M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 55,247 CubeSmart shares in Q2 2026, an estimated $2.2M.
  • CubeSmart made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1045 holding.
  • CAPTRUST Financial Advisors first reported a position in CubeSmart in Q2 2023 and has held it in 12 quarters since.
  • 519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.