Impact Partnership Wealth’s CubeSmart CUBE Stock Holding History

Impact Partnership Wealth’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	$265K	Buy	+6,662	New	+$265K	0.03%	363
2025 Q4	–	Sell	-5,770	Closed	-$235K	–	390
2025 Q3	$235K	Sell	5,770 -422	-7%	-$17.2K	0.03%	266
2025 Q2	$263K	Buy	+6,192	New	+$257K	0.05%	235
2025 Q1	–	Sell	-9,427	Closed	-$404K	–	280
2024 Q4	$404K	Buy	9,427 +2,448	+35%	+$117K	0.08%	159
2024 Q3	$376K	Buy	6,979 +1,050	+18%	+$52.1K	0.08%	142
2024 Q2	$268K	Buy	5,929 +5,902	+21,859%	+$255K	0.07%	173
2024 Q1	$1.22K	Sell	27 -123	-82%	-$5.45K	﹤0.01%	608
2023 Q4	$6.95K	Sell	150 -6,977	-98%	-$274K	﹤0.01%	543
2023 Q3	$272K	Buy	7,127 +7,060	+10,537%	+$298K	0.08%	138
2023 Q2	$2.99K	Buy	+67	New	+$3.04K	﹤0.01%	578

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

Impact Partnership Wealth's CUBE Position: Q2 2026 in Review

Impact Partnership Wealth opened a new position in CubeSmart (CUBE) in Q2 2026: 6,662 shares worth $265K. The stake represents 0.03% of the portfolio and ranks #363 among its holdings. This is a return to the name: Impact Partnership Wealth previously reported a position in CUBE as recently as Q3 2025.

Impact Partnership Wealth first reported a position in CUBE in Q2 2023 and has held it in 10 quarters since. The position peaked at $404K in Q4 2024. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

Impact Partnership Wealth held 6,662 shares of CubeSmart worth $265K as of Q2 2026.
CubeSmart was a new Impact Partnership Wealth position in Q2 2026.
CubeSmart made up 0.03% of Impact Partnership Wealth's portfolio in Q2 2026, its #363 holding.
Impact Partnership Wealth first reported a position in CubeSmart in Q2 2023 and has held it in 10 quarters since.
Impact Partnership Wealth's CubeSmart position peaked at $404K in Q4 2024.
519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.