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Innovative Asset Advisors Group’s CubeSmart CUBE Stock Holding History

Innovative Asset Advisors Group’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 		– Sell
-400
Closed -$14.7K – 452
2026
Q1 		$14.7K Buy
+400
New +$15.3K 0.01% 565

Other funds holding CUBE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Innovative Asset Advisors Group's CUBE Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of CubeSmart (CUBE) in Q2 2026, closing a stake of 400 shares — an estimated $14.7K sold.

Innovative Asset Advisors Group first reported a position in CUBE in Q1 2026 and held it in 1 quarter. The position peaked at $14.7K in Q1 2026. 517 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining CubeSmart position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 400 CubeSmart shares in Q2 2026, an estimated $14.7K.
  • Innovative Asset Advisors Group first reported a position in CubeSmart in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's CubeSmart position peaked at $14.7K in Q1 2026.
  • 517 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.