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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

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

Cooper Financial Group's CUBE Position: Q2 2026 in Review

Cooper Financial Group sold out of CubeSmart (CUBE) in Q2 2026, closing a stake of 14,988 shares — an estimated $549K sold.

Cooper Financial Group first reported a position in CUBE in Q3 2021 and held it in 17 quarters. The position peaked at $682K in Q3 2024. 517 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • Cooper Financial Group reported no remaining CubeSmart position as of Q2 2026 after selling out during the quarter.
  • Cooper Financial Group sold 14,988 CubeSmart shares in Q2 2026, an estimated $549K.
  • Cooper Financial Group first reported a position in CubeSmart in Q3 2021 and held it in 17 quarters.
  • Cooper Financial Group's CubeSmart position peaked at $682K in Q3 2024.
  • 517 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.