Cary Street Partners Investment Advisory’s CubeSmart CUBE Stock Holding History

Cary Street Partners Investment Advisory’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	$37.8K	Buy	+951	New	+$37.9K	0.01%	614
2024 Q4	–	Sell	-4,209	Closed	-$227K	–	547
2024 Q3	$227K	Buy	+4,209	New	+$209K	0.01%	693
2024 Q2	–	Sell	-4,687	Closed	-$212K	–	753
2024 Q1	$212K	Sell	4,687 -204	-4%	-$9.04K	0.01%	664
2023 Q4	$227K	Sell	4,891 -870	-15%	-$34.2K	0.01%	585
2023 Q3	$220K	Buy	5,761 +1,051	+22%	+$44.4K	0.01%	532
2023 Q2	$210K	Buy	+4,710	New	+$214K	0.01%	498

Other funds holding CUBE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

ACM

AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Cary Street Partners Investment Advisory's CUBE Position: Q2 2026 in Review

Cary Street Partners Investment Advisory opened a new position in CubeSmart (CUBE) in Q2 2026: 951 shares worth $37.8K. The stake represents 0.01% of the portfolio and ranks #614 among its holdings. This is a return to the name: Cary Street Partners Investment Advisory previously reported a position in CUBE as recently as Q3 2024.

Cary Street Partners Investment Advisory first reported a position in CUBE in Q2 2023 and has held it in 6 quarters since. The position peaked at $227K in Q4 2023. 289 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

Cary Street Partners Investment Advisory held 951 shares of CubeSmart worth $37.8K as of Q2 2026.
CubeSmart was a new Cary Street Partners Investment Advisory position in Q2 2026.
CubeSmart made up 0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #614 holding.
Cary Street Partners Investment Advisory first reported a position in CubeSmart in Q2 2023 and has held it in 6 quarters since.
Cary Street Partners Investment Advisory's CubeSmart position peaked at $227K in Q4 2023.
289 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.