Creative Planning’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.9M | Buy |
188,388
+91,038
| +94% | +$3.49M | ﹤0.01% | 954 |
|
|
2025
Q4 | $3.51M | Buy |
97,350
+38,225
| +65% | +$1.45M | ﹤0.01% | 1259 |
|
|
2025
Q3 | $2.4M | Buy |
59,125
+23,912
| +68% | +$974K | ﹤0.01% | 1394 |
|
|
2025
Q2 | $1.5M | Buy |
35,213
+14,323
| +69% | +$594K | ﹤0.01% | 1541 |
|
|
2025
Q1 | $892K | Buy |
20,890
+984
| +5% | +$41.1K | ﹤0.01% | 1805 |
|
|
2024
Q4 | $853K | Buy |
19,906
+1,571
| +9% | +$75.3K | ﹤0.01% | 1765 |
|
|
2024
Q3 | $987K | Buy |
18,335
+2,307
| +14% | +$115K | ﹤0.01% | 1522 |
|
|
2024
Q2 | $724K | Buy |
16,028
+1,340
| +9% | +$57.8K | ﹤0.01% | 1649 |
|
|
2024
Q1 | $664K | Buy |
14,688
+278
| +2% | +$12.3K | ﹤0.01% | 1643 |
|
|
2023
Q4 | $668K | Sell |
14,410
-1,079
| -7% | -$42.4K | ﹤0.01% | 1498 |
|
|
2023
Q3 | $591K | Sell |
15,489
-2,320
| -13% | -$97.9K | ﹤0.01% | 1456 |
|
|
2023
Q2 | $795K | Sell |
17,809
-1,380
| -7% | -$62.7K | ﹤0.01% | 1253 |
|
|
2023
Q1 | $887K | Buy |
19,189
+3,435
| +22% | +$154K | ﹤0.01% | 1142 |
|
|
2022
Q4 | $634K | Buy |
15,754
+2,211
| +16% | +$89K | ﹤0.01% | 1296 |
|
|
2022
Q3 | $543K | Buy |
13,543
+729
| +6% | +$32.9K | ﹤0.01% | 1282 |
|
|
2022
Q2 | $547K | Buy |
12,814
+1,134
| +10% | +$52.2K | ﹤0.01% | 1268 |
|
|
2022
Q1 | $608K | Buy |
11,680
+10
| +0.1% | +$506 | ﹤0.01% | 1230 |
|
|
2021
Q4 | $664K | Buy |
11,670
+219
| +2% | +$11.8K | ﹤0.01% | 1151 |
|
|
2021
Q3 | $555K | Sell |
11,451
-189
| -2% | -$9.54K | ﹤0.01% | 1230 |
|
|
2021
Q2 | $539K | Sell |
11,640
-12,424
| -52% | -$536K | ﹤0.01% | 1239 |
|
|
2021
Q1 | $910K | Buy |
24,064
+509
| +2% | +$18.3K | ﹤0.01% | 1075 |
|
|
2020
Q4 | $792K | Buy |
23,555
+12,272
| +109% | +$411K | ﹤0.01% | 1062 |
|
|
2020
Q3 | $365K | Buy |
11,283
+429
| +4% | +$13K | ﹤0.01% | 1293 |
|
|
2020
Q2 | $293K | Buy |
10,854
+1,057
| +11% | +$27.9K | ﹤0.01% | 1318 |
|
|
2020
Q1 | $262K | Hold |
9,797
| – | – | ﹤0.01% | 1234 |
|
|
2019
Q4 | $308K | Hold |
9,797
| – | – | ﹤0.01% | 1389 |
|
|
2019
Q3 | $342K | Sell |
9,797
-558
| -5% | -$19.5K | ﹤0.01% | 1278 |
|
|
2019
Q2 | $346K | Buy |
10,355
+699
| +7% | +$22.9K | ﹤0.01% | 1280 |
|
|
2019
Q1 | $309K | Hold |
9,656
| – | – | ﹤0.01% | 1315 |
|
|
2018
Q4 | $277K | Sell |
9,656
-521
| -5% | -$15.3K | ﹤0.01% | 1280 |
|
|
2018
Q3 | $290K | Sell |
10,177
-100
| -1% | -$3.06K | ﹤0.01% | 1424 |
|
|
2018
Q2 | $331K | Buy |
10,277
+338
| +3% | +$10.1K | ﹤0.01% | 1314 |
|
|
2018
Q1 | $280K | Buy |
9,939
+62
| +0.6% | +$1.69K | ﹤0.01% | 1381 |
|
|
2017
Q4 | $286K | Buy |
9,877
+21
| +0.2% | +$587 | ﹤0.01% | 1389 |
|
|
2017
Q3 | $256K | Buy |
9,856
+9,256
| +1,543% | +$229K | ﹤0.01% | 1437 |
|
|
2017
Q2 | $14K | Buy |
600
+500
| +500% | +$12.7K | ﹤0.01% | 3404 |
|
|
2017
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 4140 |
|
|
2016
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 4135 |
|
|
2016
Q3 | $3K | Sell |
100
-302
| -75% | -$8.66K | ﹤0.01% | 4078 |
|
|
2016
Q2 | $12K | Sell |
402
-198
| -33% | -$6.17K | ﹤0.01% | 3118 |
|
|
2016
Q1 | $20K | Buy |
600
+500
| +500% | +$15.4K | ﹤0.01% | 2742 |
|
|
2015
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 3895 |
|
|
2015
Q3 | $3K | Buy |
+100
| New | +$2.56K | ﹤0.01% | 3813 |
|
|
2015
Q2 | – | Sell |
-100
| Closed | -$2K | – | 1492 |
|
|
2015
Q1 | $2K | Sell |
100
-150
| -60% | -$3.61K | ﹤0.01% | 3855 |
|
|
2014
Q4 | $6K | Buy |
250
+150
| +150% | +$3.11K | ﹤0.01% | 3389 |
|
|
2014
Q3 | $2K | Sell |
100
-178
| -64% | -$3.29K | ﹤0.01% | 3640 |
|
|
2014
Q2 | $5K | Buy |
278
+178
| +178% | +$3.24K | ﹤0.01% | 3202 |
|
|
2014
Q1 | $2K | Buy |
+100
| New | +$1.68K | ﹤0.01% | 3349 |
|
Other funds holding CUBE
VPM
VCM
Creative Planning's CUBE Position: Q1 2026 in Review
Creative Planning increased its CubeSmart (CUBE) stake by 94% in Q1 2026, buying an estimated $3.49M and bringing the position to 188,388 shares worth $6.9M. The position accounts for ﹤0.01% of the portfolio, ranked #954.
Creative Planning first reported a position in CUBE in Q1 2014 and has held it in 48 quarters since. 483 funds tracked by Wall St. Rank hold CUBE as of Q1 2026.
- Creative Planning held 188,388 shares of CubeSmart worth $6.9M as of Q1 2026.
- Creative Planning bought 91,038 CubeSmart shares in Q1 2026, an estimated $3.49M.
- CubeSmart made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #954 holding.
- Creative Planning first reported a position in CubeSmart in Q1 2014 and has held it in 48 quarters since.
- 483 funds tracked by Wall St. Rank held CubeSmart as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.