LRI Investments’s CubeSmart CUBE Stock Holding History

LRI Investments’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	$795	Hold	20	–	–	﹤0.01%	1430
2026 Q1	$733	Hold	20	–	–	﹤0.01%	1345
2025 Q4	$721	Hold	20	–	–	﹤0.01%	1283
2025 Q3	$813	Hold	20	–	–	﹤0.01%	1268
2025 Q2	$850	Hold	20	–	–	﹤0.01%	1222
2025 Q1	$854	Hold	20	–	–	﹤0.01%	1162
2024 Q4	$857	Hold	20	–	–	﹤0.01%	1117
2024 Q3	$959	Hold	20	–	–	﹤0.01%	1105
2024 Q2	$903	Hold	20	–	–	﹤0.01%	1102
2024 Q1	$904	Buy	+20	New	+$887	﹤0.01%	804

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

LRI Investments's CUBE Position: Q2 2026 in Review

LRI Investments held its CubeSmart (CUBE) position steady in Q2 2026 at 20 shares worth $795. The position accounts for ﹤0.01% of the portfolio, ranked #1430.

LRI Investments first reported a position in CUBE in Q1 2024 and has held it in 10 quarters since. The position peaked at $959 in Q3 2024. 150 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

LRI Investments held 20 shares of CubeSmart worth $795 as of Q2 2026.
LRI Investments left its CubeSmart share count unchanged in Q2 2026.
CubeSmart made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1430 holding.
LRI Investments first reported a position in CubeSmart in Q1 2024 and has held it in 10 quarters since.
LRI Investments's CubeSmart position peaked at $959 in Q3 2024.
150 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.