FFA
CUBE icon

Farther Finance Advisors’s CubeSmart CUBE Stock Holding History

Farther Finance 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
Q3 		$173K Buy
4,605
+192
+4% +$7.76K ﹤0.01% 2415
2026
Q2 		$176K Buy
4,413
+1,585
+56% +$63.1K ﹤0.01% 2342
2026
Q1 		$103K Buy
2,828
+871
+45% +$33.4K ﹤0.01% 2489
2025
Q4 		$70.5K Sell
1,957
-151
-7% -$5.74K ﹤0.01% 2573
2025
Q3 		$85.7K Buy
2,108
+193
+10% +$7.86K ﹤0.01% 2123
2025
Q2 		$81.4K Buy
1,915
+118
+7% +$4.89K ﹤0.01% 1866
2025
Q1 		$75.5K Buy
1,797
+1,468
+446% +$61.3K ﹤0.01% 1675
2024
Q4 		$14.1K Hold
329
– – ﹤0.01% 2227
2024
Q3 		$17.7K Buy
329
+18
+6% +$894 ﹤0.01% 2139
2024
Q2 		$13.6K Buy
311
+29
+10% +$1.25K ﹤0.01% 1944
2024
Q1 		$12.7K Sell
282
-343
-55% -$15.2K ﹤0.01% 1657
2023
Q4 		$29K Buy
625
+151
+32% +$5.93K ﹤0.01% 1220
2023
Q3 		$18.1K Buy
474
+234
+98% +$9.88K ﹤0.01% 1109
2023
Q2 		$10.7K Hold
240
– – ﹤0.01% 1171
2023
Q1 		$11.1K Hold
240
– – ﹤0.01% 1081
2022
Q4 		$9.66K Buy
+240
New +$9.66K ﹤0.01% 952

Other funds holding CUBE

VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
GI
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
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
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors's CUBE Position: Q3 2026 in Review

Farther Finance Advisors increased its CubeSmart (CUBE) stake by 4.4% in Q3 2026, buying an estimated $7.76K and bringing the position to 4,605 shares worth $173K. The position accounts for ﹤0.01% of the portfolio, ranked #2415.

Farther Finance Advisors first reported a position in CUBE in Q4 2022 and has held it in 16 quarters since. The position peaked at $176K in Q2 2026. 20 funds tracked by Wall St. Rank hold CUBE as of Q3 2026.

  • Farther Finance Advisors held 4,605 shares of CubeSmart worth $173K as of Q3 2026.
  • Farther Finance Advisors bought 192 CubeSmart shares in Q3 2026, an estimated $7.76K.
  • CubeSmart made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2415 holding.
  • Farther Finance Advisors first reported a position in CubeSmart in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's CubeSmart position peaked at $176K in Q2 2026.
  • 20 funds tracked by Wall St. Rank held CubeSmart as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.