Cary Street Partners’s CubeSmart CUBE Stock Holding History

Cary Street Partners’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	$834K	Buy	+20,979	New	+$835K	0.02%	536

Other funds holding CUBE

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

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

Cary Street Partners opened a new position in CubeSmart (CUBE) in Q2 2026: 20,979 shares worth $834K. The stake represents 0.02% of the portfolio and ranks #536 among its holdings.

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

Cary Street Partners held 20,979 shares of CubeSmart worth $834K as of Q2 2026.
CubeSmart was a new Cary Street Partners position in Q2 2026.
CubeSmart made up 0.02% of Cary Street Partners's portfolio in Q2 2026, its #536 holding.
50 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

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