Creative Financial Designs’s CubeSmart CUBE Stock Holding History

Creative Financial Designs’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 Q1	$6.83K	Buy	186 +2	+1%	+$77	﹤0.01%	1505
2025 Q4	$6.65K	Sell	184 -4	-2%	-$152	﹤0.01%	1443
2025 Q3	$7.64K	Buy	188 +2	+1%	+$81	﹤0.01%	1423
2025 Q2	$7.92K	Buy	186 +6	+3%	+$249	﹤0.01%	1404
2025 Q1	$7.67K	Buy	180 +58	+48%	+$2.42K	﹤0.01%	1361
2024 Q4	$5.23K	Sell	122 -9	-7%	-$431	﹤0.01%	1415
2024 Q3	$7.04K	Buy	131 +2	+2%	+$99	﹤0.01%	1293
2024 Q2	$5.84K	Sell	129 -11	-8%	-$474	﹤0.01%	1289
2024 Q1	$6.32K	Hold	140	–	–	﹤0.01%	1259
2023 Q4	$6.49K	Buy	140 +2	+1%	+$79	﹤0.01%	1206
2023 Q3	$5.28K	Buy	138 +1	+0.7%	+$42	﹤0.01%	1175
2023 Q2	$6.11K	Buy	137 +2	+1%	+$91	﹤0.01%	1134
2023 Q1	$6.26K	Buy	135 +1	+0.7%	+$45	﹤0.01%	1065
2022 Q4	$5.39K	Buy	134 +2	+2%	+$81	﹤0.01%	1026
2022 Q3	$5K	Buy	132 +1	+0.8%	+$45	﹤0.01%	1026
2022 Q2	$6K	Buy	131 +1	+0.8%	+$46	﹤0.01%	961
2022 Q1	$7K	Buy	+130	New	+$6.58K	﹤0.01%	975

Other funds holding CUBE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Financial Designs's CUBE Position: Q1 2026 in Review

Creative Financial Designs increased its CubeSmart (CUBE) stake by 1.1% in Q1 2026, buying an estimated $77 and bringing the position to 186 shares worth $6.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1505.

Creative Financial Designs first reported a position in CUBE in Q1 2022 and has held it in 17 quarters since. The position peaked at $7.92K in Q2 2025. 483 funds tracked by Wall St. Rank hold CUBE as of Q1 2026.

Creative Financial Designs held 186 shares of CubeSmart worth $6.83K as of Q1 2026.
Creative Financial Designs bought 2 CubeSmart shares in Q1 2026, an estimated $77.
CubeSmart made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1505 holding.
Creative Financial Designs first reported a position in CubeSmart in Q1 2022 and has held it in 17 quarters since.
Creative Financial Designs's CubeSmart position peaked at $7.92K in Q2 2025.
483 funds tracked by Wall St. Rank held CubeSmart as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.