EWA
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EverSource Wealth Advisors’s CubeSmart CUBE Stock Holding History

EverSource 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
Q1 		$91.7K Buy
2,501
+2,035
+437% +$78.1K ﹤0.01% 1482
2025
Q4 		$16.8K Buy
466
+15
+3% +$570 ﹤0.01% 2500
2025
Q3 		$18.3K Sell
451
-2
-0.4% -$81 ﹤0.01% 2421
2025
Q2 		$19.3K Buy
453
+380
+521% +$15.8K ﹤0.01% 2317
2025
Q1 		$3.12K Sell
73
-42
-37% -$1.75K ﹤0.01% 2717
2024
Q4 		$4.93K Buy
115
+62
+117% +$2.97K ﹤0.01% 2356
2024
Q3 		$2.85K Buy
53
+12
+29% +$596 ﹤0.01% 2424
2024
Q2 		$1.95K Buy
41
+12
+41% +$518 ﹤0.01% 2557
2024
Q1 		$1.17K Hold
29
– – ﹤0.01% 2534
2023
Q4 		$1.34K Buy
+29
New +$1.14K ﹤0.01% 2301
2022
Q2 		– Sell
-243
Closed -$13K – 1748
2022
Q1 		$13K Buy
243
+205
+539% +$10.4K ﹤0.01% 872
2021
Q4 		$2K Buy
+38
New +$2.04K ﹤0.01% 1526

Other funds holding CUBE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EverSource Wealth Advisors's CUBE Position: Q1 2026 in Review

EverSource Wealth Advisors increased its CubeSmart (CUBE) stake by 437% in Q1 2026, buying an estimated $78.1K and bringing the position to 2,501 shares worth $91.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1482.

EverSource Wealth Advisors first reported a position in CUBE in Q4 2021 and has held it in 12 quarters since. 483 funds tracked by Wall St. Rank hold CUBE as of Q1 2026.

  • EverSource Wealth Advisors held 2,501 shares of CubeSmart worth $91.7K as of Q1 2026.
  • EverSource Wealth Advisors bought 2,035 CubeSmart shares in Q1 2026, an estimated $78.1K.
  • CubeSmart made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1482 holding.
  • EverSource Wealth Advisors first reported a position in CubeSmart in Q4 2021 and has held it in 12 quarters since.
  • 483 funds tracked by Wall St. Rank held CubeSmart as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.