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Dakota Wealth Management’s CubeSmart CUBE Stock Holding History

Dakota Wealth Management’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 		$733K Buy
18,439
+66
+0.4% +$2.63K 0.01% 495
2026
Q1 		$673K Buy
18,373
+10,016
+120% +$384K 0.01% 482
2025
Q4 		$301K Buy
+8,357
New +$318K 0.01% 650

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

Dakota Wealth Management's CUBE Position: Q2 2026 in Review

Dakota Wealth Management increased its CubeSmart (CUBE) stake by 0.36% in Q2 2026, buying an estimated $2.63K and bringing the position to 18,439 shares worth $733K. The position accounts for 0.01% of the portfolio, ranked #495.

Dakota Wealth Management first reported a position in CUBE in Q4 2025 and has held it in 3 quarters since. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • Dakota Wealth Management held 18,439 shares of CubeSmart worth $733K as of Q2 2026.
  • Dakota Wealth Management bought 66 CubeSmart shares in Q2 2026, an estimated $2.63K.
  • CubeSmart made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #495 holding.
  • Dakota Wealth Management first reported a position in CubeSmart in Q4 2025 and has held it in 3 quarters since.
  • 519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.