Focus Partners Wealth
CUBE icon

Focus Partners Wealth’s CubeSmart CUBE Stock Holding History

Focus Partners 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
Q1 		$1.03M Buy
27,703
+22,154
+399% +$850K ﹤0.01% 1610
2025
Q4 		$202K Buy
5,549
+3,460
+166% +$131K ﹤0.01% 2446
2025
Q3 		$531K Buy
+2,089
New +$85.1K ﹤0.01% 1592

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

Focus Partners Wealth's CUBE Position: Q1 2026 in Review

Focus Partners Wealth increased its CubeSmart (CUBE) stake by 399% in Q1 2026, buying an estimated $850K and bringing the position to 27,703 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1610.

Focus Partners Wealth first reported a position in CUBE in Q3 2025 and has held it in 3 quarters since. 483 funds tracked by Wall St. Rank hold CUBE as of Q1 2026.

  • Focus Partners Wealth held 27,703 shares of CubeSmart worth $1.03M as of Q1 2026.
  • Focus Partners Wealth bought 22,154 CubeSmart shares in Q1 2026, an estimated $850K.
  • CubeSmart made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1610 holding.
  • Focus Partners Wealth first reported a position in CubeSmart in Q3 2025 and has held it in 3 quarters since.
  • 483 funds tracked by Wall St. Rank held CubeSmart as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.