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Coppell Advisory Solutions’s CubeSmart CUBE Stock Holding History

Coppell Advisory Solutions’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 		$448K Buy
+202
New +$8.04K 0.04% 308
2025
Q1 		– Sell
-38
Closed -$1.61K – 646
2024
Q4 		$1.61K Hold
38
– – ﹤0.01% 1573
2024
Q3 		$2.02K Hold
38
– – ﹤0.01% 1442
2024
Q2 		$1.72K Buy
+38
New +$1.64K ﹤0.01% 1407
2023
Q4 		$1.76K Buy
+38
New +$1.49K ﹤0.01% 1311

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

Coppell Advisory Solutions's CUBE Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in CubeSmart (CUBE) in Q2 2026: 202 shares worth $448K. The stake represents 0.04% of the portfolio and ranks #308 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in CUBE as recently as Q4 2024.

Coppell Advisory Solutions first reported a position in CUBE in Q4 2023 and has held it in 5 quarters since. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • Coppell Advisory Solutions held 202 shares of CubeSmart worth $448K as of Q2 2026.
  • CubeSmart was a new Coppell Advisory Solutions position in Q2 2026.
  • CubeSmart made up 0.04% of Coppell Advisory Solutions's portfolio in Q2 2026, its #308 holding.
  • Coppell Advisory Solutions first reported a position in CubeSmart in Q4 2023 and has held it in 5 quarters since.
  • 519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.