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Empirical Wealth Management’s CubeSmart CUBE Stock Holding History

Empirical 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 		$392K Buy
9,846
+2,298
+30% +$91.5K 0.01% 784
2026
Q1 		$277K Buy
+7,548
New +$290K ﹤0.01% 825

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

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

Empirical Wealth Management increased its CubeSmart (CUBE) stake by 30% in Q2 2026, buying an estimated $91.5K and bringing the position to 9,846 shares worth $392K. The position accounts for 0.01% of the portfolio, ranked #784.

Empirical Wealth Management first reported a position in CUBE in Q1 2026 and has held it in 2 quarters since. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • Empirical Wealth Management held 9,846 shares of CubeSmart worth $392K as of Q2 2026.
  • Empirical Wealth Management bought 2,298 CubeSmart shares in Q2 2026, an estimated $91.5K.
  • CubeSmart made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #784 holding.
  • Empirical Wealth Management first reported a position in CubeSmart in Q1 2026 and has held it in 2 quarters since.
  • 519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.