Kaizen Financial Strategies’s CubeSmart CUBE Stock Holding History

Kaizen Financial Strategies’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	$232K	Sell	5,779 -109	-2%	-$4.34K	0.08%	158
2026 Q1	$230K	Sell	5,888 -246	-4%	-$9.44K	0.1%	151
2025 Q4	$221K	Hold	6,134	–	–	0.1%	151
2025 Q3	$227K	Buy	6,134 +1,268	+26%	+$51.7K	0.1%	138
2025 Q2	$207K	Buy	4,866 +175	+4%	+$7.26K	0.11%	143
2025 Q1	$200K	Sell	4,691 -91	-2%	-$3.8K	0.12%	135
2024 Q4	$205K	Sell	4,782 -399	-8%	-$19.1K	0.12%	127
2024 Q3	$279K	Hold	5,181	–	–	0.16%	102
2024 Q2	$252K	Buy	5,181 +110	+2%	+$4.74K	0.16%	105
2024 Q1	$229K	Buy	5,071 +23	+0.5%	+$1.02K	0.16%	110
2023 Q4	$234K	Buy	+5,048	New	+$198K	0.18%	94
2023 Q3	–	Sell	-4,952	Closed	-$227K	–	114
2023 Q2	$227K	Buy	4,952 +51	+1%	+$2.31K	0.19%	98
2023 Q1	$227K	Buy	4,901 +55	+1%	+$2.47K	0.22%	88
2022 Q4	$202K	Sell	4,846 -1,086	-18%	-$43.7K	0.2%	115
2022 Q3	$238K	Buy	5,932 +61	+1%	+$2.75K	0.24%	95
2022 Q2	$251K	Buy	5,871 +46	+0.8%	+$2.12K	0.25%	96
2022 Q1	$303K	Sell	5,825 -2,233	-28%	-$113K	0.24%	101
2021 Q4	$459K	Sell	8,058 -667	-8%	-$35.9K	0.34%	75
2021 Q3	$423K	Buy	+8,725	New	+$440K	0.34%	78
2021 Q1	$329K	Sell	8,707 -1,225	-12%	-$44.1K	0.31%	95
2020 Q4	$334K	Buy	+9,932	New	+$332K	0.37%	81

Other funds holding CUBE

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Kaizen Financial Strategies's CUBE Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its CubeSmart (CUBE) stake by 1.9% in Q2 2026, selling an estimated $4.34K and leaving 5,779 shares worth $232K. The position accounts for 0.08% of the portfolio, ranked #158.

Kaizen Financial Strategies first reported a position in CUBE in Q4 2020 and has held it in 21 quarters since. The position peaked at $459K in Q4 2021. 140 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

Kaizen Financial Strategies held 5,779 shares of CubeSmart worth $232K as of Q2 2026.
Kaizen Financial Strategies sold 109 CubeSmart shares in Q2 2026, an estimated $4.34K.
CubeSmart made up 0.08% of Kaizen Financial Strategies's portfolio in Q2 2026, its #158 holding.
Kaizen Financial Strategies first reported a position in CubeSmart in Q4 2020 and has held it in 21 quarters since.
Kaizen Financial Strategies's CubeSmart position peaked at $459K in Q4 2021.
140 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.