CFG
CUBE icon

Cooper Financial Group’s CubeSmart CUBE Stock Holding History

Cooper Financial 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 		– Sell
-14,988
Closed -$549K – 463
2026
Q1 		$549K Buy
14,988
+51
+0.3% +$1.96K 0.06% 241
2025
Q4 		$538K Buy
14,937
+219
+1% +$8.32K 0.06% 232
2025
Q3 		$598K Buy
14,718
+2,574
+21% +$105K 0.07% 211
2025
Q2 		$516K Sell
12,144
-1,162
-9% -$48.2K 0.06% 231
2025
Q1 		$568K Buy
13,306
+711
+6% +$29.7K 0.07% 222
2024
Q4 		$540K Sell
12,595
-83
-0.7% -$3.98K 0.07% 228
2024
Q3 		$682K Buy
12,678
+379
+3% +$18.8K 0.09% 199
2024
Q2 		$556K Buy
12,299
+1,074
+10% +$46.3K 0.08% 210
2024
Q1 		$508K Buy
11,225
+886
+9% +$39.3K 0.08% 210
2023
Q4 		$479K Buy
10,339
+1,118
+12% +$43.9K 0.09% 210
2023
Q3 		$352K Buy
9,221
+284
+3% +$12K 0.08% 241
2023
Q2 		$399K Buy
8,937
+1,084
+14% +$49.2K 0.1% 220
2023
Q1 		$363K Buy
7,853
+1,173
+18% +$52.6K 0.1% 210
2022
Q4 		$269K Buy
6,680
+1,591
+31% +$64K 0.08% 237
2022
Q3 		$204K Buy
+5,089
New +$229K 0.07% 244
2022
Q1 		– Sell
-3,575
Closed -$203K – 255
2021
Q4 		$203K Sell
3,575
-1,655
-32% -$89K 0.08% 227
2021
Q3 		$253K Buy
+5,230
New +$264K 0.05% 209

Other funds holding CUBE

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
DW30
Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $121M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return