MBL Wealth
CUBE icon

MBL Wealth’s CubeSmart CUBE Stock Holding History

MBL Wealth’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
Q3 		$316K Buy
+8,398
New +$339K 0.02% 454

Other funds holding CUBE

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.54B AUM 4.99% 1-Year Est. Return

MBL Wealth's CUBE Position: Q3 2026 in Review

MBL Wealth opened a new position in CubeSmart (CUBE) in Q3 2026: 8,398 shares worth $316K. The stake represents 0.02% of the portfolio and ranks #454 among its holdings.

376 funds tracked by Wall St. Rank hold CUBE as of Q3 2026.

  • MBL Wealth held 8,398 shares of CubeSmart worth $316K as of Q3 2026.
  • CubeSmart was a new MBL Wealth position in Q3 2026.
  • CubeSmart made up 0.02% of MBL Wealth's portfolio in Q3 2026, its #454 holding.
  • 376 funds tracked by Wall St. Rank held CubeSmart as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.