Inspire Advisors’s CubeSmart CUBE Stock Holding History

Inspire Advisors’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	$248K	Buy	6,214 +277	+5%	+$11K	0.02%	607
2026 Q1	$218K	Sell	5,937 -634	-10%	-$24.3K	0.02%	595
2025 Q4	$237K	Buy	6,571 +1,508	+30%	+$57.3K	0.02%	457
2025 Q3	$206K	Sell	5,063 -969	-16%	-$39.5K	0.02%	490
2025 Q2	$256K	Buy	6,032 +1,180	+24%	+$48.9K	0.03%	398
2025 Q1	$207K	Buy	+4,852	New	+$203K	0.02%	399
2024 Q4	–	Sell	-6,975	Closed	-$375K	–	432
2024 Q3	$375K	Buy	+6,975	New	+$346K	0.05%	270
2024 Q2	–	Sell	-4,575	Closed	-$207K	–	401
2024 Q1	$207K	Buy	4,575 +174	+4%	+$7.71K	0.03%	323
2023 Q4	$204K	Buy	+4,401	New	+$173K	0.03%	296
2021 Q1	–	Sell	-682	Closed	-$23K	–	228
2020 Q4	$23K	Buy	+682	New	+$22.8K	0.01%	379

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

Inspire Advisors's CUBE Position: Q2 2026 in Review

Inspire Advisors increased its CubeSmart (CUBE) stake by 4.7% in Q2 2026, buying an estimated $11K and bringing the position to 6,214 shares worth $248K. The position accounts for 0.02% of the portfolio, ranked #607.

Inspire Advisors first reported a position in CUBE in Q4 2020 and has held it in 10 quarters since. The position peaked at $375K in Q3 2024. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

Inspire Advisors held 6,214 shares of CubeSmart worth $248K as of Q2 2026.
Inspire Advisors bought 277 CubeSmart shares in Q2 2026, an estimated $11K.
CubeSmart made up 0.02% of Inspire Advisors's portfolio in Q2 2026, its #607 holding.
Inspire Advisors first reported a position in CubeSmart in Q4 2020 and has held it in 10 quarters since.
Inspire Advisors's CubeSmart position peaked at $375K in Q3 2024.
519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Inspire Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.