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Essential Partners’s CubeSmart CUBE Stock Holding History

Essential Partners’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 		$120K Sell
3,206
-1,865
-37% -$75.4K 0.06% 378
2026
Q2 		$202K Buy
5,071
+4,161
+457% +$166K 0.09% 229
2026
Q1 		$33.4K Buy
910
+779
+595% +$29.9K 0.01% 727
2025
Q4 		$4.72K Buy
131
+124
+1,771% +$4.71K ﹤0.01% 1455
2025
Q3 		$285 Buy
+7
New +$285 ﹤0.01% 2333

Other funds holding CUBE

VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Essential Partners's CUBE Position: Q3 2026 in Review

Essential Partners reduced its CubeSmart (CUBE) stake by 37% in Q3 2026, selling an estimated $75.4K and leaving 3,206 shares worth $120K. The position accounts for 0.06% of the portfolio, ranked #378.

Essential Partners first reported a position in CUBE in Q3 2025 and has held it in 5 quarters since. The position peaked at $202K in Q2 2026. 38 funds tracked by Wall St. Rank hold CUBE as of Q3 2026.

  • Essential Partners held 3,206 shares of CubeSmart worth $120K as of Q3 2026.
  • Essential Partners sold 1,865 CubeSmart shares in Q3 2026, an estimated $75.4K.
  • CubeSmart made up 0.06% of Essential Partners's portfolio in Q3 2026, its #378 holding.
  • Essential Partners first reported a position in CubeSmart in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's CubeSmart position peaked at $202K in Q2 2026.
  • 38 funds tracked by Wall St. Rank held CubeSmart as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.