Envestnet Portfolio Solutions’s CubeSmart CUBE Stock Holding History

Envestnet Portfolio Solutions’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	–	Sell	-13,687	Closed	-$502K	–	1383
2026 Q1	$502K	Sell	13,687 -3,824	-22%	-$147K	﹤0.01%	902
2025 Q4	$631K	Sell	17,511 -3,069	-15%	-$117K	﹤0.01%	949
2025 Q3	$837K	Buy	20,580 +4,604	+29%	+$188K	﹤0.01%	805
2025 Q2	$679K	Sell	15,976 -606	-4%	-$25.1K	﹤0.01%	960
2025 Q1	$708K	Sell	16,582 -5,279	-24%	-$221K	﹤0.01%	918
2024 Q4	$937K	Buy	21,861 +601	+3%	+$28.8K	﹤0.01%	955
2024 Q3	$1.14M	Buy	21,260 +2,740	+15%	+$136K	﹤0.01%	848
2024 Q2	$837K	Buy	18,520 +2,054	+12%	+$88.6K	﹤0.01%	920
2024 Q1	$745K	Buy	16,466 +2,737	+20%	+$121K	﹤0.01%	956
2023 Q4	$636K	Buy	13,729 +817	+6%	+$32.1K	﹤0.01%	945
2023 Q3	$492K	Buy	+12,912	New	+$545K	﹤0.01%	991

Other funds holding CUBE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Envestnet Portfolio Solutions's CUBE Position: Q2 2026 in Review

Envestnet Portfolio Solutions sold out of CubeSmart (CUBE) in Q2 2026, closing a stake of 13,687 shares — an estimated $502K sold.

Envestnet Portfolio Solutions first reported a position in CUBE in Q3 2023 and held it in 11 quarters. The position peaked at $1.14M in Q3 2024. 517 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

Envestnet Portfolio Solutions reported no remaining CubeSmart position as of Q2 2026 after selling out during the quarter.
Envestnet Portfolio Solutions sold 13,687 CubeSmart shares in Q2 2026, an estimated $502K.
Envestnet Portfolio Solutions first reported a position in CubeSmart in Q3 2023 and held it in 11 quarters.
Envestnet Portfolio Solutions's CubeSmart position peaked at $1.14M in Q3 2024.
517 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.