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 Q3	$1.04M	Buy	27,737 +2,107	+8%	+$85.2K	0.03%	376
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

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Moran Wealth Management's CUBE Position: Q3 2026 in Review

Moran Wealth Management increased its CubeSmart (CUBE) stake by 8.2% in Q3 2026, buying an estimated $85.2K and bringing the position to 27,737 shares worth $1.04M. The position accounts for 0.03% of the portfolio, ranked #376.

Moran Wealth Management first reported a position in CUBE in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.7M in Q3 2024. 127 funds tracked by Wall St. Rank hold CUBE as of Q3 2026.

Moran Wealth Management held 27,737 shares of CubeSmart worth $1.04M as of Q3 2026.
Moran Wealth Management bought 2,107 CubeSmart shares in Q3 2026, an estimated $85.2K.
CubeSmart made up 0.03% of Moran Wealth Management's portfolio in Q3 2026, its #376 holding.
Moran Wealth Management first reported a position in CubeSmart in Q2 2023 and has held it in 14 quarters since.
Moran Wealth Management's CubeSmart position peaked at $1.7M in Q3 2024.
127 funds tracked by Wall St. Rank held CubeSmart as of Q3 2026.

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