Cetera Investment Advisers
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Cetera Investment Advisers’s CubeSmart CUBE Stock Holding History

Cetera Investment Advisers’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 		$719K Sell
18,087
-3,276
-15% -$130K ﹤0.01% 3356
2026
Q1 		$783K Buy
21,363
+3,988
+23% +$153K ﹤0.01% 3123
2025
Q4 		$626K Sell
17,375
-984
-5% -$37.4K ﹤0.01% 3240
2025
Q3 		$746K Buy
18,359
+1,147
+7% +$46.7K ﹤0.01% 3041
2025
Q2 		$731K Buy
17,212
+265
+2% +$11K ﹤0.01% 2668
2025
Q1 		$724K Sell
16,947
-1,661
-9% -$69.4K ﹤0.01% 2535
2024
Q4 		$797K Sell
18,608
-8,599
-32% -$412K ﹤0.01% 2321
2024
Q3 		$1.46M Buy
27,207
+6,584
+32% +$327K ﹤0.01% 1832
2024
Q2 		$932K Sell
20,623
-1,574
-7% -$67.9K ﹤0.01% 2123
2024
Q1 		$1M Buy
22,197
+16,583
+295% +$735K ﹤0.01% 2058
2023
Q4 		$260K Sell
5,614
-7
-0.1% -$275 ﹤0.01% 1873
2023
Q3 		$214K Sell
5,621
-1,113
-17% -$47K ﹤0.01% 1943
2023
Q2 		$301K Buy
6,734
+638
+10% +$29K ﹤0.01% 1749
2023
Q1 		$282K Buy
6,096
+804
+15% +$36.1K ﹤0.01% 1740
2022
Q4 		$213K Buy
+5,292
New +$213K ﹤0.01% 1868

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

Cetera Investment Advisers's CUBE Position: Q2 2026 in Review

Cetera Investment Advisers reduced its CubeSmart (CUBE) stake by 15% in Q2 2026, selling an estimated $130K and leaving 18,087 shares worth $719K. The position accounts for ﹤0.01% of the portfolio, ranked #3356.

Cetera Investment Advisers first reported a position in CUBE in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.46M in Q3 2024. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • Cetera Investment Advisers held 18,087 shares of CubeSmart worth $719K as of Q2 2026.
  • Cetera Investment Advisers sold 3,276 CubeSmart shares in Q2 2026, an estimated $130K.
  • CubeSmart made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3356 holding.
  • Cetera Investment Advisers first reported a position in CubeSmart in Q4 2022 and has held it in 15 quarters since.
  • Cetera Investment Advisers's CubeSmart position peaked at $1.46M in Q3 2024.
  • 519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.