Jackson Grant Investment Advisers’s CubeSmart CUBE Stock Holding History

Jackson Grant Investment Advisers’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	$6.6K	Hold	166	–	–	﹤0.01%	340
2026 Q1	$6.08K	Sell	166 -234	-59%	-$8.98K	﹤0.01%	334
2025 Q4	$14.4K	Hold	400	–	–	﹤0.01%	276
2025 Q3	$16.3K	Hold	400	–	–	0.01%	269
2025 Q2	$17K	Hold	400	–	–	0.01%	241
2025 Q1	$17.1K	Hold	400	–	–	0.01%	235
2024 Q4	$17.1K	Hold	400	–	–	0.01%	238
2024 Q3	$21.5K	Hold	400	–	–	0.01%	226
2024 Q2	$18.1K	Hold	400	–	–	0.01%	238
2024 Q1	$18.1K	Hold	400	–	–	0.01%	229
2023 Q4	$18.5K	Hold	400	–	–	0.01%	223
2023 Q3	$15.3K	Hold	400	–	–	0.01%	232
2023 Q2	$17.9K	Hold	400	–	–	0.01%	231
2023 Q1	$18.5K	Hold	400	–	–	0.01%	263
2022 Q4	$16.1K	Hold	400	–	–	0.01%	269
2022 Q3	$16K	Hold	400	–	–	0.01%	273
2022 Q2	$17K	Hold	400	–	–	0.01%	279
2022 Q1	$21K	Hold	400	–	–	0.01%	276
2021 Q4	$23K	Hold	400	–	–	0.01%	225
2021 Q3	$19K	Hold	400	–	–	0.01%	291
2021 Q2	$19K	Buy	400 +55	+16%	+$2.37K	0.01%	301
2021 Q1	$13K	Buy	+345	New	+$12.4K	0.01%	323

Other funds holding CUBE

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Jackson Grant Investment Advisers's CUBE Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its CubeSmart (CUBE) position steady in Q2 2026 at 166 shares worth $6.6K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

Jackson Grant Investment Advisers first reported a position in CUBE in Q1 2021 and has held it in 22 quarters since. The position peaked at $23K in Q4 2021. 150 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

Jackson Grant Investment Advisers held 166 shares of CubeSmart worth $6.6K as of Q2 2026.
Jackson Grant Investment Advisers left its CubeSmart share count unchanged in Q2 2026.
CubeSmart made up ﹤0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #340 holding.
Jackson Grant Investment Advisers first reported a position in CubeSmart in Q1 2021 and has held it in 22 quarters since.
Jackson Grant Investment Advisers's CubeSmart position peaked at $23K in Q4 2021.
150 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.