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Integrated Wealth Concepts’s CubeSmart CUBE Stock Holding History

Integrated Wealth Concepts’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 		$888K Buy
22,332
+11,761
+111% +$468K 0.01% 1282
2026
Q1 		$387K Buy
+10,571
New +$406K ﹤0.01% 1706
2022
Q1 		– Sell
-5,607
Closed -$319K – 956
2021
Q4 		$319K Buy
+5,607
New +$301K 0.01% 746

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

Integrated Wealth Concepts's CUBE Position: Q2 2026 in Review

Integrated Wealth Concepts increased its CubeSmart (CUBE) stake by 111% in Q2 2026, buying an estimated $468K and bringing the position to 22,332 shares worth $888K. The position accounts for 0.01% of the portfolio, ranked #1282.

Integrated Wealth Concepts first reported a position in CUBE in Q4 2021 and has held it in 3 quarters since. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • Integrated Wealth Concepts held 22,332 shares of CubeSmart worth $888K as of Q2 2026.
  • Integrated Wealth Concepts bought 11,761 CubeSmart shares in Q2 2026, an estimated $468K.
  • CubeSmart made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1282 holding.
  • Integrated Wealth Concepts first reported a position in CubeSmart in Q4 2021 and has held it in 3 quarters since.
  • 519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.