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Clearstead Advisors’s CubeSmart CUBE Stock Holding History

Clearstead Advisors’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 		$63K Buy
1,583
+1,528
+2,778% +$60.8K ﹤0.01% 1425
2026
Q1 		$2.02K Sell
55
-1,436
-96% -$55.1K ﹤0.01% 1895
2025
Q4 		$53.8K Sell
1,491
-12,385
-89% -$471K ﹤0.01% 1378
2025
Q3 		$564K Sell
13,876
-435
-3% -$17.7K 0.01% 597
2025
Q2 		$608K Buy
14,311
+417
+3% +$17.3K 0.01% 559
2025
Q1 		$593K Buy
13,894
+504
+4% +$21.1K 0.01% 537
2024
Q4 		$574K Hold
13,390
– – 0.01% 538
2024
Q3 		$721K Hold
13,390
– – 0.01% 491
2024
Q2 		$605K Buy
13,390
+174
+1% +$7.5K 0.01% 499
2024
Q1 		$560K Buy
13,216
+40
+0.3% +$1.77K 0.03% 299
2023
Q4 		$611K Buy
13,176
+13,113
+20,814% +$515K 0.03% 288
2023
Q3 		$2.4K Buy
+63
New +$2.66K ﹤0.01% 1210
2021
Q3 		– Sell
-49
Closed -$2K – 1307
2021
Q2 		$2K Buy
49
+39
+390% +$1.68K ﹤0.01% 1030
2021
Q1 		$0 Buy
+10
New +$360 ﹤0.01% 1131

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

Clearstead Advisors's CUBE Position: Q2 2026 in Review

Clearstead Advisors increased its CubeSmart (CUBE) stake by 2,778% in Q2 2026, buying an estimated $60.8K and bringing the position to 1,583 shares worth $63K. The position accounts for ﹤0.01% of the portfolio, ranked #1425.

Clearstead Advisors first reported a position in CUBE in Q1 2021 and has held it in 14 quarters since. The position peaked at $721K in Q3 2024. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • Clearstead Advisors held 1,583 shares of CubeSmart worth $63K as of Q2 2026.
  • Clearstead Advisors bought 1,528 CubeSmart shares in Q2 2026, an estimated $60.8K.
  • CubeSmart made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1425 holding.
  • Clearstead Advisors first reported a position in CubeSmart in Q1 2021 and has held it in 14 quarters since.
  • Clearstead Advisors's CubeSmart position peaked at $721K in Q3 2024.
  • 519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.