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Cornerstone Planning Group’s CubeSmart CUBE Stock Holding History

Cornerstone Planning 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 		$4.6K Buy
112
+20
+22% +$796 ﹤0.01% 1106
2026
Q1 		$3.6K Buy
92
+17
+23% +$652 ﹤0.01% 1174
2025
Q4 		$2.77K Sell
75
-1
-1% -$38 ﹤0.01% 1125
2025
Q3 		$2.96K Buy
76
+3
+4% +$122 ﹤0.01% 1079
2025
Q2 		$2.89K Buy
73
+1
+1% +$41 ﹤0.01% 855
2025
Q1 		$2.85K Buy
+72
New +$3.01K ﹤0.01% 897
2024
Q4 		– Sell
-6
Closed -$286 – 1419
2024
Q3 		$286 Hold
6
– – ﹤0.01% 1208
2024
Q2 		$285 Buy
+6
New +$259 ﹤0.01% 1148

Other funds holding CUBE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Cornerstone Planning Group's CUBE Position: Q2 2026 in Review

Cornerstone Planning Group increased its CubeSmart (CUBE) stake by 22% in Q2 2026, buying an estimated $796 and bringing the position to 112 shares worth $4.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1106.

Cornerstone Planning Group first reported a position in CUBE in Q2 2024 and has held it in 8 quarters since. 260 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • Cornerstone Planning Group held 112 shares of CubeSmart worth $4.6K as of Q2 2026.
  • Cornerstone Planning Group bought 20 CubeSmart shares in Q2 2026, an estimated $796.
  • CubeSmart made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1106 holding.
  • Cornerstone Planning Group first reported a position in CubeSmart in Q2 2024 and has held it in 8 quarters since.
  • 260 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.