IEQ Capital’s CubeSmart CUBE Stock Holding History

IEQ Capital’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	$9.97M	Buy	+250,599	New	+$9.98M	0.05%	344
2025 Q3	–	Sell	-6,807	Closed	-$289K	–	1897
2025 Q2	$289K	Buy	+6,807	New	+$282K	﹤0.01%	1415

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

IEQ Capital's CUBE Position: Q2 2026 in Review

IEQ Capital opened a new position in CubeSmart (CUBE) in Q2 2026: 250,599 shares worth $9.97M. The stake represents 0.05% of the portfolio and ranks #344 among its holdings. This is a return to the name: IEQ Capital previously reported a position in CUBE as recently as Q2 2025.

IEQ Capital first reported a position in CUBE in Q2 2025 and has held it in 2 quarters since. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

IEQ Capital held 250,599 shares of CubeSmart worth $9.97M as of Q2 2026.
CubeSmart was a new IEQ Capital position in Q2 2026.
CubeSmart made up 0.05% of IEQ Capital's portfolio in Q2 2026, its #344 holding.
IEQ Capital first reported a position in CubeSmart in Q2 2025 and has held it in 2 quarters since.
519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.