Continuum Advisory’s CubeSmart CUBE Stock Holding History

Continuum Advisory’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	$2.78K	Buy	+70	New	+$2.79K	﹤0.01%	1644
2025 Q2	–	Sell	-30	Closed	-$1.28K	–	655
2025 Q1	$1.28K	Buy	30 +4	+15%	+$167	﹤0.01%	1464
2024 Q4	$1.11K	Hold	26	–	–	﹤0.01%	1590
2024 Q3	$1.25K	Sell	26 -2	-7%	-$99	﹤0.01%	1584
2024 Q2	$1.26K	Sell	28 -22	-44%	-$949	﹤0.01%	1422
2024 Q1	$2.12K	Buy	+50	New	+$2.22K	﹤0.01%	1284

Other funds holding CUBE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Continuum Advisory's CUBE Position: Q2 2026 in Review

Continuum Advisory opened a new position in CubeSmart (CUBE) in Q2 2026: 70 shares worth $2.78K. The stake represents ﹤0.01% of the portfolio and ranks #1644 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in CUBE as recently as Q1 2025.

Continuum Advisory first reported a position in CUBE in Q1 2024 and has held it in 6 quarters since. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

Continuum Advisory held 70 shares of CubeSmart worth $2.78K as of Q2 2026.
CubeSmart was a new Continuum Advisory position in Q2 2026.
CubeSmart made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1644 holding.
Continuum Advisory first reported a position in CubeSmart in Q1 2024 and has held it in 6 quarters since.
519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.