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CoreCap Advisors’s CubeSmart CUBE Stock Holding History

CoreCap Advisors’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 		$532K Sell
14,163
-2,807
-17% -$113K 0.02% 524
2026
Q2 		$675K Sell
16,970
-2,388
-12% -$95.1K 0.02% 476
2026
Q1 		$709K Sell
19,358
-3,567
-16% -$137K 0.02% 446
2025
Q4 		$826K Sell
22,925
-4,906
-18% -$186K 0.03% 407
2025
Q3 		$1.13M Sell
27,831
-1,609
-5% -$65.6K 0.04% 347
2025
Q2 		$1.25M Buy
29,440
+1,306
+5% +$54.1K 0.05% 305
2025
Q1 		$1.2M Sell
28,134
-2,848
-9% -$119K 0.05% 295
2024
Q4 		$1.33M Buy
30,982
+3,937
+15% +$189K 0.06% 288
2024
Q3 		$1.46M Buy
+27,045
New +$1.34M 0.07% 267
2024
Q2 		– Sell
-65,879
Closed -$2.98M – 1820
2024
Q1 		$2.98M Buy
65,879
+41,583
+171% +$1.84M 0.16% 129
2023
Q4 		$1.13M Buy
24,296
+2,860
+13% +$112K 0.07% 237
2023
Q3 		$817K Buy
21,436
+1,414
+7% +$59.7K 0.06% 259
2023
Q2 		$894K Buy
+20,022
New +$909K 0.06% 260
2022
Q4 		$664K Buy
16,503
+1,580
+11% +$63.6K 0.05% 304
2022
Q3 		$598K Sell
14,923
-1,029
-6% -$46.4K 0.05% 288
2022
Q2 		$682K Buy
15,952
+181
+1% +$8.33K 0.05% 274
2022
Q1 		$821K Sell
15,771
-684
-4% -$34.6K 0.06% 264
2021
Q4 		$936K Buy
+16,455
New +$885K 0.06% 246

Other funds holding CUBE

VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors's CUBE Position: Q3 2026 in Review

CoreCap Advisors reduced its CubeSmart (CUBE) stake by 17% in Q3 2026, selling an estimated $113K and leaving 14,163 shares worth $532K. The position accounts for 0.02% of the portfolio, ranked #524.

CoreCap Advisors first reported a position in CUBE in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.98M in Q1 2024. 20 funds tracked by Wall St. Rank hold CUBE as of Q3 2026.

  • CoreCap Advisors held 14,163 shares of CubeSmart worth $532K as of Q3 2026.
  • CoreCap Advisors sold 2,807 CubeSmart shares in Q3 2026, an estimated $113K.
  • CubeSmart made up 0.02% of CoreCap Advisors's portfolio in Q3 2026, its #524 holding.
  • CoreCap Advisors first reported a position in CubeSmart in Q4 2021 and has held it in 18 quarters since.
  • CoreCap Advisors's CubeSmart position peaked at $2.98M in Q1 2024.
  • 20 funds tracked by Wall St. Rank held CubeSmart as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.