Gradient Investments’s CubeSmart CUBE Stock Holding History

Gradient Investments’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	$3M	Buy	75,384 +9,343	+14%	+$372K	0.04%	230
2026 Q1	$2.42M	Buy	+66,041	New	+$2.53M	0.04%	237
2024 Q2	–	Sell	-20	Closed	-$904	–	1402
2024 Q1	$904	Hold	20	–	–	﹤0.01%	926
2023 Q4	$927	Hold	20	–	–	﹤0.01%	1446
2023 Q3	$763	Buy	+20	New	+$844	﹤0.01%	1455

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

Gradient Investments's CUBE Position: Q2 2026 in Review

Gradient Investments increased its CubeSmart (CUBE) stake by 14% in Q2 2026, buying an estimated $372K and bringing the position to 75,384 shares worth $3M. The position accounts for 0.04% of the portfolio, ranked #230.

Gradient Investments first reported a position in CUBE in Q3 2023 and has held it in 5 quarters since. 517 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

Gradient Investments held 75,384 shares of CubeSmart worth $3M as of Q2 2026.
Gradient Investments bought 9,343 CubeSmart shares in Q2 2026, an estimated $372K.
CubeSmart made up 0.04% of Gradient Investments's portfolio in Q2 2026, its #230 holding.
Gradient Investments first reported a position in CubeSmart in Q3 2023 and has held it in 5 quarters since.
517 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.