Evolve Private Wealth’s CubeSmart CUBE Stock Holding History

Evolve Private Wealth’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	$538K	Buy	13,522 +7,897	+140%	+$314K	0.03%	486
2026 Q1	$206K	Buy	+5,625	New	+$216K	0.01%	926

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

Evolve Private Wealth's CUBE Position: Q2 2026 in Review

Evolve Private Wealth increased its CubeSmart (CUBE) stake by 140% in Q2 2026, buying an estimated $314K and bringing the position to 13,522 shares worth $538K. The position accounts for 0.03% of the portfolio, ranked #486.

Evolve Private Wealth first reported a position in CUBE in Q1 2026 and has held it in 2 quarters since. 517 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

Evolve Private Wealth held 13,522 shares of CubeSmart worth $538K as of Q2 2026.
Evolve Private Wealth bought 7,897 CubeSmart shares in Q2 2026, an estimated $314K.
CubeSmart made up 0.03% of Evolve Private Wealth's portfolio in Q2 2026, its #486 holding.
Evolve Private Wealth first reported a position in CubeSmart in Q1 2026 and has held it in 2 quarters since.
517 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

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