Grey Fox Wealth Advisors’s CubeSmart CUBE Stock Holding History

Grey Fox Wealth 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 Q2	$238K	Hold	5,989	–	–	0.04%	157
2026 Q1	$219K	Buy	+5,989	New	+$230K	0.04%	133
2025 Q3	–	Sell	-5,989	Closed	-$255K	–	656
2025 Q2	$255K	Buy	5,989 +664	+12%	+$27.5K	0.06%	113
2025 Q1	$227K	Buy	+5,325	New	+$222K	0.06%	115

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

Grey Fox Wealth Advisors's CUBE Position: Q2 2026 in Review

Grey Fox Wealth Advisors held its CubeSmart (CUBE) position steady in Q2 2026 at 5,989 shares worth $238K. The position accounts for 0.04% of the portfolio, ranked #157.

Grey Fox Wealth Advisors first reported a position in CUBE in Q1 2025 and has held it in 4 quarters since. The position peaked at $255K in Q2 2025. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

Grey Fox Wealth Advisors held 5,989 shares of CubeSmart worth $238K as of Q2 2026.
Grey Fox Wealth Advisors left its CubeSmart share count unchanged in Q2 2026.
CubeSmart made up 0.04% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #157 holding.
Grey Fox Wealth Advisors first reported a position in CubeSmart in Q1 2025 and has held it in 4 quarters since.
Grey Fox Wealth Advisors's CubeSmart position peaked at $255K in Q2 2025.
519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.