Cerity Partners
CUBE icon

Cerity Partners’s CubeSmart CUBE Stock Holding History

Cerity 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 		$10.6M Buy
266,878
+211,507
+382% +$8.42M 0.01% 733
2026
Q1 		$2.03M Buy
+55,371
New +$2.12M ﹤0.01% 1483
2025
Q4 		– Sell
-8,250
Closed -$335K – 2906
2025
Q3 		$335K Buy
8,250
+297
+4% +$12.1K ﹤0.01% 2206
2025
Q2 		$338K Buy
7,953
+2,578
+48% +$107K ﹤0.01% 2084
2025
Q1 		$230K Buy
5,375
+316
+6% +$13.2K ﹤0.01% 2150
2024
Q4 		$251K Sell
5,059
-709
-12% -$34K ﹤0.01% 2121
2024
Q3 		$310K Buy
+5,768
New +$286K ﹤0.01% 2036
2024
Q2 		– Sell
-4,801
Closed -$217K – 2270
2024
Q1 		$217K Buy
+4,801
New +$213K ﹤0.01% 2066

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

Cerity Partners's CUBE Position: Q2 2026 in Review

Cerity Partners increased its CubeSmart (CUBE) stake by 382% in Q2 2026, buying an estimated $8.42M and bringing the position to 266,878 shares worth $10.6M. The position accounts for 0.01% of the portfolio, ranked #733.

Cerity Partners first reported a position in CUBE in Q1 2024 and has held it in 8 quarters since. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • Cerity Partners held 266,878 shares of CubeSmart worth $10.6M as of Q2 2026.
  • Cerity Partners bought 211,507 CubeSmart shares in Q2 2026, an estimated $8.42M.
  • CubeSmart made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #733 holding.
  • Cerity Partners first reported a position in CubeSmart in Q1 2024 and has held it in 8 quarters since.
  • 519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.