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Dogwood Wealth Management’s CubeSmart CUBE Stock Holding History

Dogwood 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 		$1.11K Hold
28
– – ﹤0.01% 760
2026
Q1 		$1.03K Buy
+28
New +$1.07K ﹤0.01% 752
2025
Q4 		– Sell
-293
Closed -$11.9K – 767
2025
Q3 		$11.9K Buy
293
+128
+78% +$5.22K 0.01% 249
2025
Q2 		$7.03K Buy
+165
New +$6.84K ﹤0.01% 348

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 $3.38T AUM 44.17% 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

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

Dogwood Wealth Management held its CubeSmart (CUBE) position steady in Q2 2026 at 28 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

Dogwood Wealth Management first reported a position in CUBE in Q2 2025 and has held it in 4 quarters since. The position peaked at $11.9K in Q3 2025. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • Dogwood Wealth Management held 28 shares of CubeSmart worth $1.11K as of Q2 2026.
  • Dogwood Wealth Management left its CubeSmart share count unchanged in Q2 2026.
  • CubeSmart made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #760 holding.
  • Dogwood Wealth Management first reported a position in CubeSmart in Q2 2025 and has held it in 4 quarters since.
  • Dogwood Wealth Management's CubeSmart position peaked at $11.9K in Q3 2025.
  • 519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.