Moran Wealth Management’s CubeSmart CUBE Stock Holding History

Moran Wealth 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	$1.02M	Sell	25,630 -158	-0.6%	-$6.29K	0.03%	389
2026 Q1	$945K	Sell	25,788 -7,019	-21%	-$269K	0.03%	376
2025 Q4	$1.18M	Buy	32,807 +1,624	+5%	+$61.7K	0.04%	343
2025 Q3	$1.27M	Sell	31,183 -339	-1%	-$13.8K	0.04%	320
2025 Q2	$1.34M	Buy	31,522 +270	+0.9%	+$11.2K	0.04%	307
2025 Q1	$1.33M	Buy	31,252 +58	+0.2%	+$2.42K	0.04%	291
2024 Q4	$1.34M	Sell	31,194 -316	-1%	-$15.1K	0.04%	271
2024 Q3	$1.7M	Sell	31,510 -38	-0.1%	-$1.89K	0.05%	267
2024 Q2	$1.43M	Sell	31,548 -1,085	-3%	-$46.8K	0.05%	267
2024 Q1	$1.48M	Sell	32,633 -1,321	-4%	-$58.6K	0.05%	271
2023 Q4	$1.57M	Sell	33,954 -2,173	-6%	-$85.4K	0.06%	267
2023 Q3	$1.38M	Buy	36,127 +29,176	+420%	+$1.23M	0.05%	238
2023 Q2	$310K	Buy	+6,951	New	+$316K	0.01%	339

Other funds holding CUBE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Moran Wealth Management's CUBE Position: Q2 2026 in Review

Moran Wealth Management reduced its CubeSmart (CUBE) stake by 0.61% in Q2 2026, selling an estimated $6.29K and leaving 25,630 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #389.

Moran Wealth Management first reported a position in CUBE in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.7M in Q3 2024. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

Moran Wealth Management held 25,630 shares of CubeSmart worth $1.02M as of Q2 2026.
Moran Wealth Management sold 158 CubeSmart shares in Q2 2026, an estimated $6.29K.
CubeSmart made up 0.03% of Moran Wealth Management's portfolio in Q2 2026, its #389 holding.
Moran Wealth Management first reported a position in CubeSmart in Q2 2023 and has held it in 13 quarters since.
Moran Wealth Management's CubeSmart position peaked at $1.7M in Q3 2024.
519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

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