Econ Financial Services
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Econ Financial Services’s CubeSmart CUBE Stock Holding History

Econ Financial Services’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 		$3.32M Buy
+88,473
New +$3.58M 1.39% 29
2019
Q2 		– Sell
-6,469
Closed -$207K – 71
2019
Q1 		$207K Buy
+6,469
New +$197K 0.31% 54

Other funds holding CUBE

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Econ Financial Services's CUBE Position: Q3 2026 in Review

Econ Financial Services opened a new position in CubeSmart (CUBE) in Q3 2026: 88,473 shares worth $3.32M. The stake represents 1.39% of the portfolio and ranks #29 among its holdings. This is a return to the name: Econ Financial Services previously reported a position in CUBE as recently as Q1 2019.

Econ Financial Services first reported a position in CUBE in Q1 2019 and has held it in 2 quarters since. 137 funds tracked by Wall St. Rank hold CUBE as of Q3 2026.

  • Econ Financial Services held 88,473 shares of CubeSmart worth $3.32M as of Q3 2026.
  • CubeSmart was a new Econ Financial Services position in Q3 2026.
  • CubeSmart made up 1.39% of Econ Financial Services's portfolio in Q3 2026, its #29 holding.
  • Econ Financial Services first reported a position in CubeSmart in Q1 2019 and has held it in 2 quarters since.
  • 137 funds tracked by Wall St. Rank held CubeSmart as of Q3 2026.

Based on Econ Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.