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 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

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

IFG Advisory's CUBE Position: Q2 2026 in Review

IFG Advisory opened a new position in CubeSmart (CUBE) in Q2 2026: 11,585 shares worth $461K. The stake represents 0.02% of the portfolio and ranks #634 among its holdings. This is a return to the name: IFG Advisory previously reported a position in CUBE as recently as Q4 2025.

IFG Advisory first reported a position in CUBE in Q3 2023 and has held it in 9 quarters since. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

IFG Advisory held 11,585 shares of CubeSmart worth $461K as of Q2 2026.
CubeSmart was a new IFG Advisory position in Q2 2026.
CubeSmart made up 0.02% of IFG Advisory's portfolio in Q2 2026, its #634 holding.
IFG Advisory first reported a position in CubeSmart in Q3 2023 and has held it in 9 quarters since.
519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.