Corient Private Wealth
CUBE icon

Corient Private Wealth’s CubeSmart CUBE Stock Holding History

Corient Private Wealth’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 		$6.43M Buy
161,619
+117,093
+263% +$4.66M 0.01% 803
2026
Q1 		$1.58M Sell
44,526
-103,183
-70% -$3.96M ﹤0.01% 1390
2025
Q4 		$5.36M Sell
147,709
-6,764
-4% -$257K 0.01% 747
2025
Q3 		$6.28M Sell
154,473
-5,136
-3% -$209K 0.01% 643
2025
Q2 		$6.78M Sell
159,609
-106
-0.1% -$4.39K 0.01% 619
2025
Q1 		$6.82M Sell
159,715
-18,163
-10% -$759K 0.01% 597
2024
Q4 		$7.62M Sell
177,878
-2,422
-1% -$116K 0.01% 580
2024
Q3 		$9.71M Buy
180,300
+10,288
+6% +$511K 0.02% 574
2024
Q2 		$7.68M Sell
170,012
-5,426
-3% -$234K 0.01% 586
2024
Q1 		$7.93M Sell
175,438
-5,537
-3% -$245K 0.01% 583
2023
Q4 		$8.39M Buy
180,975
+167,173
+1,211% +$6.57M 0.02% 561
2023
Q3 		$526K Buy
13,802
+217
+2% +$9.16K ﹤0.01% 1473
2023
Q2 		$607K Buy
13,585
+10
+0.1% +$454 ﹤0.01% 1356
2023
Q1 		$627K Buy
+13,575
New +$609K ﹤0.01% 1287

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

Corient Private Wealth's CUBE Position: Q2 2026 in Review

Corient Private Wealth increased its CubeSmart (CUBE) stake by 263% in Q2 2026, buying an estimated $4.66M and bringing the position to 161,619 shares worth $6.43M. The position accounts for 0.01% of the portfolio, ranked #803.

Corient Private Wealth first reported a position in CUBE in Q1 2023 and has held it in 14 quarters since. The position peaked at $9.71M in Q3 2024. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • Corient Private Wealth held 161,619 shares of CubeSmart worth $6.43M as of Q2 2026.
  • Corient Private Wealth bought 117,093 CubeSmart shares in Q2 2026, an estimated $4.66M.
  • CubeSmart made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #803 holding.
  • Corient Private Wealth first reported a position in CubeSmart in Q1 2023 and has held it in 14 quarters since.
  • Corient Private Wealth's CubeSmart position peaked at $9.71M in Q3 2024.
  • 519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.