Mutual Advisors’s CubeSmart CUBE Stock Holding History

Mutual Advisors’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	$453K	Hold	11,390	–	–	0.01%	989
2026 Q1	$417K	Sell	11,390 -25	-0.2%	-$959	0.01%	969
2025 Q4	$412K	Buy	11,415 +3,908	+52%	+$149K	0.01%	963
2025 Q3	$315K	Buy	7,507 +973	+15%	+$39.6K	0.01%	1034
2025 Q2	$271K	Hold	6,534	–	–	0.01%	1009
2025 Q1	$260K	Sell	6,534 -106	-2%	-$4.43K	0.01%	942
2024 Q4	$276K	Sell	6,640 -249	-4%	-$11.9K	0.01%	909
2024 Q3	$338K	Hold	6,889	–	–	0.01%	841
2024 Q2	$332K	Buy	6,889 +51	+0.7%	+$2.2K	0.01%	847
2024 Q1	$309K	Hold	6,838	–	–	0.01%	856
2023 Q4	$317K	Sell	6,838 -366	-5%	-$14.4K	0.01%	809
2023 Q3	$275K	Sell	7,204 -162	-2%	-$6.84K	0.01%	809
2023 Q2	$329K	Buy	7,366 +2,074	+39%	+$94.2K	0.01%	776
2023 Q1	$245K	Buy	+5,292	New	+$237K	0.01%	844
2022 Q2	–	Sell	-3,846	Closed	-$200K	–	859
2022 Q1	$200K	Buy	3,846 +96	+3%	+$4.86K	0.01%	835
2021 Q4	$213K	Buy	+3,750	New	+$202K	0.01%	833

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

Mutual Advisors's CUBE Position: Q2 2026 in Review

Mutual Advisors held its CubeSmart (CUBE) position steady in Q2 2026 at 11,390 shares worth $453K. The position accounts for 0.01% of the portfolio, ranked #989.

Mutual Advisors first reported a position in CUBE in Q4 2021 and has held it in 16 quarters since. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

Mutual Advisors held 11,390 shares of CubeSmart worth $453K as of Q2 2026.
Mutual Advisors left its CubeSmart share count unchanged in Q2 2026.
CubeSmart made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #989 holding.
Mutual Advisors first reported a position in CubeSmart in Q4 2021 and has held it in 16 quarters since.
519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.