Kestra Investment Management
CUBE icon

Kestra Investment Management’s CubeSmart CUBE Stock Holding History

Kestra Investment 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 		$356K Buy
8,948
+3,354
+60% +$134K 0.01% 384
2026
Q1 		$205K Buy
+5,594
New +$215K ﹤0.01% 431
2025
Q3 		– Sell
-2,178
Closed -$92.6K – 499
2025
Q2 		$92.6K Buy
2,178
+205
+10% +$8.5K ﹤0.01% 460
2025
Q1 		$84.3K Buy
+1,973
New +$82.4K ﹤0.01% 435

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 $3.38T AUM 44.17% 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

Kestra Investment Management's CUBE Position: Q2 2026 in Review

Kestra Investment Management increased its CubeSmart (CUBE) stake by 60% in Q2 2026, buying an estimated $134K and bringing the position to 8,948 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #384.

Kestra Investment Management first reported a position in CUBE in Q1 2025 and has held it in 4 quarters since. 520 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • Kestra Investment Management held 8,948 shares of CubeSmart worth $356K as of Q2 2026.
  • Kestra Investment Management bought 3,354 CubeSmart shares in Q2 2026, an estimated $134K.
  • CubeSmart made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #384 holding.
  • Kestra Investment Management first reported a position in CubeSmart in Q1 2025 and has held it in 4 quarters since.
  • 520 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.