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EP Wealth Advisors’s CubeSmart CUBE Stock Holding History

EP Wealth Advisors’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 		$708K Buy
17,802
+5,337
+43% +$212K ﹤0.01% 882
2026
Q1 		$457K Buy
12,465
+1,738
+16% +$66.7K ﹤0.01% 940
2025
Q4 		$387K Buy
+10,727
New +$408K ﹤0.01% 998
2025
Q2 		$378K Sell
8,892
-211
-2% -$8.75K ﹤0.01% 906
2025
Q1 		$389K Sell
9,103
-24
-0.3% -$1K ﹤0.01% 798
2024
Q4 		$391K Buy
9,127
+387
+4% +$18.6K ﹤0.01% 769
2024
Q3 		$470K Buy
+8,740
New +$434K ﹤0.01% 711

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

EP Wealth Advisors's CUBE Position: Q2 2026 in Review

EP Wealth Advisors increased its CubeSmart (CUBE) stake by 43% in Q2 2026, buying an estimated $212K and bringing the position to 17,802 shares worth $708K. The position accounts for ﹤0.01% of the portfolio, ranked #882.

EP Wealth Advisors first reported a position in CUBE in Q3 2024 and has held it in 7 quarters since. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • EP Wealth Advisors held 17,802 shares of CubeSmart worth $708K as of Q2 2026.
  • EP Wealth Advisors bought 5,337 CubeSmart shares in Q2 2026, an estimated $212K.
  • CubeSmart made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #882 holding.
  • EP Wealth Advisors first reported a position in CubeSmart in Q3 2024 and has held it in 7 quarters since.
  • 519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.