CX Institutional’s CubeSmart CUBE Stock Holding History

CX Institutional’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 Q3	$23K	Buy	603 +277	+85%	+$11.2K	﹤0.01%	1197
2026 Q2	$13K	Buy	326 +309	+1,818%	+$12.3K	﹤0.01%	1250
2026 Q1	$1K	Sell	17 -53	-76%	-$2.03K	﹤0.01%	1495
2025 Q4	$3K	Sell	70 -442	-86%	-$16.8K	﹤0.01%	1315
2025 Q3	$21K	Sell	512 -112,851	-100%	-$4.6M	﹤0.01%	1086
2025 Q2	$4.82M	Buy	113,363 +36,961	+48%	+$1.53M	0.17%	139
2025 Q1	$3.26M	Buy	+76,402	New	+$3.19M	0.12%	145

Other funds holding CUBE

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

CX Institutional's CUBE Position: Q3 2026 in Review

CX Institutional increased its CubeSmart (CUBE) stake by 85% in Q3 2026, buying an estimated $11.2K and bringing the position to 603 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #1197.

CX Institutional first reported a position in CUBE in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.82M in Q2 2025. 83 funds tracked by Wall St. Rank hold CUBE as of Q3 2026.

CX Institutional held 603 shares of CubeSmart worth $23K as of Q3 2026.
CX Institutional bought 277 CubeSmart shares in Q3 2026, an estimated $11.2K.
CubeSmart made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1197 holding.
CX Institutional first reported a position in CubeSmart in Q1 2025 and has held it in 7 quarters since.
CX Institutional's CubeSmart position peaked at $4.82M in Q2 2025.
83 funds tracked by Wall St. Rank held CubeSmart as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.