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JPL Wealth Management’s CubeSmart CUBE Stock Holding History

JPL 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 		$4.89K Buy
123
+85
+224% +$3.38K ﹤0.01% 776
2026
Q1 		$1.39K Buy
+38
New +$1.46K ﹤0.01% 1093
2025
Q4 		– Sell
-57
Closed -$2.32K – 348
2025
Q3 		$2.32K Buy
+57
New +$2.32K ﹤0.01% 829

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

JPL Wealth Management's CUBE Position: Q2 2026 in Review

JPL Wealth Management increased its CubeSmart (CUBE) stake by 224% in Q2 2026, buying an estimated $3.38K and bringing the position to 123 shares worth $4.89K. The position accounts for ﹤0.01% of the portfolio, ranked #776.

JPL Wealth Management first reported a position in CUBE in Q3 2025 and has held it in 3 quarters since. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • JPL Wealth Management held 123 shares of CubeSmart worth $4.89K as of Q2 2026.
  • JPL Wealth Management bought 85 CubeSmart shares in Q2 2026, an estimated $3.38K.
  • CubeSmart made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #776 holding.
  • JPL Wealth Management first reported a position in CubeSmart in Q3 2025 and has held it in 3 quarters since.
  • 519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.