MJT & Associates Financial Advisory’s CubeSmart CUBE Stock Holding History

MJT & Associates Financial Advisory’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	$2.59K	Hold	65	–	–	﹤0.01%	363
2026 Q1	$2.38K	Hold	65	–	–	﹤0.01%	361
2025 Q4	$2.34K	Hold	65	–	–	﹤0.01%	372
2025 Q3	$2.64K	Hold	65	–	–	﹤0.01%	371
2025 Q2	$2.76K	Hold	65	–	–	﹤0.01%	376
2025 Q1	$2.78K	Buy	+65	New	+$2.72K	﹤0.01%	375

Other funds holding CUBE

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return

Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return

Miller Global Investments Dallas, Texas $121M AUM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return