IFG Advisory’s CubeSmart CUBE Stock Holding History

IFG Advisory’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 Q3	$435K	Buy	11,588 +3	+0%	+$121	0.01%	656
2026 Q2	$461K	Buy	+11,585	New	+$461K	0.02%	634
2026 Q1	–	Sell	-9,975	Closed	-$360K	–	434
2025 Q4	$360K	Buy	9,975 +153	+2%	+$5.82K	0.02%	589
2025 Q3	$399K	Buy	9,822 +368	+4%	+$15K	0.02%	551
2025 Q2	$402K	Buy	9,454 +817	+9%	+$33.9K	0.02%	521
2025 Q1	$369K	Buy	8,637 +172	+2%	+$7.19K	0.02%	505
2024 Q4	$363K	Buy	+8,465	New	+$406K	0.02%	490
2024 Q3	–	Sell	-8,432	Closed	-$381K	–	429
2024 Q2	$381K	Buy	+8,432	New	+$364K	0.02%	453
2024 Q1	–	Sell	-8,662	Closed	-$402K	–	411
2023 Q4	$402K	Buy	8,662 +372	+4%	+$14.6K	0.03%	409
2023 Q3	$316K	Buy	+8,290	New	+$350K	0.03%	428

Other funds holding CUBE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

AEW Capital Management Boston, Massachusetts $1.56B AUM 8.6% 1-Year Est. Return

ACMI

AEW CAPITAL MANAGEMENT INC Boston, Massachusetts $1.56B AUM

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

IFG Advisory's CUBE Position: Q3 2026 in Review

IFG Advisory increased its CubeSmart (CUBE) stake by 0.03% in Q3 2026, buying an estimated $121 and bringing the position to 11,588 shares worth $435K. The position accounts for 0.01% of the portfolio, ranked #656.

IFG Advisory first reported a position in CUBE in Q3 2023 and has held it in 10 quarters since. The position peaked at $461K in Q2 2026. 229 funds tracked by Wall St. Rank hold CUBE as of Q3 2026.

IFG Advisory held 11,588 shares of CubeSmart worth $435K as of Q3 2026.
IFG Advisory bought 3 CubeSmart shares in Q3 2026, an estimated $121.
CubeSmart made up 0.01% of IFG Advisory's portfolio in Q3 2026, its #656 holding.
IFG Advisory first reported a position in CubeSmart in Q3 2023 and has held it in 10 quarters since.
IFG Advisory's CubeSmart position peaked at $461K in Q2 2026.
229 funds tracked by Wall St. Rank held CubeSmart as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.