Institute for Wealth Management’s CubeSmart CUBE Stock Holding History

Institute for Wealth Management’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	$1.96K	Buy	+49	New	+$1.95K	﹤0.01%	1595

Other funds holding CUBE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

ACM

AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Institute for Wealth Management's CUBE Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in CubeSmart (CUBE) in Q2 2026: 49 shares worth $1.96K. The stake represents ﹤0.01% of the portfolio and ranks #1595 among its holdings.

253 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

Institute for Wealth Management held 49 shares of CubeSmart worth $1.96K as of Q2 2026.
CubeSmart was a new Institute for Wealth Management position in Q2 2026.
CubeSmart made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1595 holding.
253 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.