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Crestwood Advisors Group’s CubeSmart CUBE Stock Holding History

Crestwood Advisors 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 		$279K Buy
+7,019
New +$279K ﹤0.01% 706

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

Crestwood Advisors Group's CUBE Position: Q2 2026 in Review

Crestwood Advisors Group opened a new position in CubeSmart (CUBE) in Q2 2026: 7,019 shares worth $279K. The stake represents ﹤0.01% of the portfolio and ranks #706 among its holdings.

517 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • Crestwood Advisors Group held 7,019 shares of CubeSmart worth $279K as of Q2 2026.
  • CubeSmart was a new Crestwood Advisors Group position in Q2 2026.
  • CubeSmart made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #706 holding.
  • 517 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.