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 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

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

CX Institutional's CUBE Position: Q2 2026 in Review

CX Institutional increased its CubeSmart (CUBE) stake by 1,818% in Q2 2026, buying an estimated $12.3K and bringing the position to 326 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1250.

CX Institutional first reported a position in CUBE in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.82M in Q2 2025. 59 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

CX Institutional held 326 shares of CubeSmart worth $13K as of Q2 2026.
CX Institutional bought 309 CubeSmart shares in Q2 2026, an estimated $12.3K.
CubeSmart made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1250 holding.
CX Institutional first reported a position in CubeSmart in Q1 2025 and has held it in 6 quarters since.
CX Institutional's CubeSmart position peaked at $4.82M in Q2 2025.
59 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.