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Chicago Partners Investment Group’s CubeSmart CUBE Stock Holding History

Chicago Partners Investment Group’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 		$1.74M Buy
42,457
+24,042
+131% +$957K 0.03% 414
2026
Q1 		$720K Buy
18,415
+11,704
+174% +$449K 0.02% 681
2025
Q4 		$257K Sell
6,711
-4,571
-41% -$174K 0.01% 1114
2025
Q3 		$466K Buy
11,282
+5,899
+110% +$240K 0.01% 741
2025
Q2 		$224K Buy
+5,383
New +$223K 0.01% 989

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 $3.38T AUM 44.17% 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

Chicago Partners Investment Group's CUBE Position: Q2 2026 in Review

Chicago Partners Investment Group increased its CubeSmart (CUBE) stake by 131% in Q2 2026, buying an estimated $957K and bringing the position to 42,457 shares worth $1.74M. The position accounts for 0.03% of the portfolio, ranked #414.

Chicago Partners Investment Group first reported a position in CUBE in Q2 2025 and has held it in 5 quarters since. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • Chicago Partners Investment Group held 42,457 shares of CubeSmart worth $1.74M as of Q2 2026.
  • Chicago Partners Investment Group bought 24,042 CubeSmart shares in Q2 2026, an estimated $957K.
  • CubeSmart made up 0.03% of Chicago Partners Investment Group's portfolio in Q2 2026, its #414 holding.
  • Chicago Partners Investment Group first reported a position in CubeSmart in Q2 2025 and has held it in 5 quarters since.
  • 519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.