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
Q2 		$3.82M Buy
95,943
+68,240
+246% +$2.72M ﹤0.01% 1074
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Focus Partners Wealth's CUBE Position: Q2 2026 in Review

Focus Partners Wealth increased its CubeSmart (CUBE) stake by 246% in Q2 2026, buying an estimated $2.72M and bringing the position to 95,943 shares worth $3.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1074.

Focus Partners Wealth first reported a position in CUBE in Q3 2025 and has held it in 4 quarters since. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • Focus Partners Wealth held 95,943 shares of CubeSmart worth $3.82M as of Q2 2026.
  • Focus Partners Wealth bought 68,240 CubeSmart shares in Q2 2026, an estimated $2.72M.
  • CubeSmart made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1074 holding.
  • Focus Partners Wealth first reported a position in CubeSmart in Q3 2025 and has held it in 4 quarters since.
  • 519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

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