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 Q2	$275K	Buy	6,920 +4,419	+177%	+$176K	0.01%	845
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 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 $3.38T AUM 44.17% 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

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

EverSource Wealth Advisors increased its CubeSmart (CUBE) stake by 177% in Q2 2026, buying an estimated $176K and bringing the position to 6,920 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #845.

EverSource Wealth Advisors first reported a position in CUBE in Q4 2021 and has held it in 13 quarters since. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

EverSource Wealth Advisors held 6,920 shares of CubeSmart worth $275K as of Q2 2026.
EverSource Wealth Advisors bought 4,419 CubeSmart shares in Q2 2026, an estimated $176K.
CubeSmart made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #845 holding.
EverSource Wealth Advisors first reported a position in CubeSmart in Q4 2021 and has held it in 13 quarters since.
519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.