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Fulcrum Asset Management’s CubeSmart CUBE Stock Holding History

Fulcrum Asset Management’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 		$22.3K Hold
548
– – ﹤0.01% 607
2026
Q1 		$19.7K Hold
548
– – ﹤0.01% 212
2025
Q4 		$19.9K Hold
548
– – 0.01% 176
2025
Q3 		$22.3K Hold
548
– – 0.01% 170
2025
Q2 		$23.3K Buy
+548
New +$22.7K 0.01% 177

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

Fulcrum Asset Management's CUBE Position: Q2 2026 in Review

Fulcrum Asset Management held its CubeSmart (CUBE) position steady in Q2 2026 at 548 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #607.

Fulcrum Asset Management first reported a position in CUBE in Q2 2025 and has held it in 5 quarters since. The position peaked at $23.3K in Q2 2025. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • Fulcrum Asset Management held 548 shares of CubeSmart worth $22.3K as of Q2 2026.
  • Fulcrum Asset Management left its CubeSmart share count unchanged in Q2 2026.
  • CubeSmart made up ﹤0.01% of Fulcrum Asset Management's portfolio in Q2 2026, its #607 holding.
  • Fulcrum Asset Management first reported a position in CubeSmart in Q2 2025 and has held it in 5 quarters since.
  • Fulcrum Asset Management's CubeSmart position peaked at $23.3K in Q2 2025.
  • 519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.