Clearstead Trust
CUBE icon

Clearstead Trust’s CubeSmart CUBE Stock Holding History

Clearstead Trust’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
Q3 		$978 Buy
+26
New +$1.05K ﹤0.01% 978
2025
Q3 		– Sell
-11
Closed -$468 – 1524
2025
Q2 		$468 Sell
11
-173
-94% -$7.17K ﹤0.01% 1344
2025
Q1 		$7.86K Buy
+184
New +$7.69K ﹤0.01% 505

Other funds holding CUBE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
AEW Capital Management
AEW Capital Management Boston, Massachusetts $1.56B AUM 8.6% 1-Year Est. Return
ACMI
AEW CAPITAL MANAGEMENT INC Boston, Massachusetts $1.56B AUM
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Clearstead Trust's CUBE Position: Q3 2026 in Review

Clearstead Trust opened a new position in CubeSmart (CUBE) in Q3 2026: 26 shares worth $978. The stake represents ﹤0.01% of the portfolio and ranks #978 among its holdings. This is a return to the name: Clearstead Trust previously reported a position in CUBE as recently as Q2 2025.

Clearstead Trust first reported a position in CUBE in Q1 2025 and has held it in 3 quarters since. The position peaked at $7.86K in Q1 2025. 284 funds tracked by Wall St. Rank hold CUBE as of Q3 2026.

  • Clearstead Trust held 26 shares of CubeSmart worth $978 as of Q3 2026.
  • CubeSmart was a new Clearstead Trust position in Q3 2026.
  • CubeSmart made up ﹤0.01% of Clearstead Trust's portfolio in Q3 2026, its #978 holding.
  • Clearstead Trust first reported a position in CubeSmart in Q1 2025 and has held it in 3 quarters since.
  • Clearstead Trust's CubeSmart position peaked at $7.86K in Q1 2025.
  • 284 funds tracked by Wall St. Rank held CubeSmart as of Q3 2026.

Based on Clearstead Trust's 13F filing for Q3 2026, filed 6 Nov 2026.