Parcion Private Wealth’s CubeSmart CUBE Stock Holding History

Parcion Private 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	$303K	Sell	8,061 -3,972	-33%	-$161K	0.02%	433
2026 Q2	$479K	Buy	+12,033	New	+$479K	0.03%	276
2024 Q2	–	Sell	-100,251	Closed	-$4.53M	–	198
2024 Q1	$4.53M	Buy	100,251 +800	+0.8%	+$35.5K	0.4%	54
2023 Q4	$4.61M	Buy	99,451 +50,828	+105%	+$2M	0.42%	52
2023 Q3	$1.85M	Sell	48,623 -39,757	-45%	-$1.68M	0.19%	82
2023 Q2	$3.95M	Buy	88,380 +3,298	+4%	+$150K	0.4%	60
2023 Q1	$3.93M	Buy	85,082 +14,002	+20%	+$628K	0.41%	54
2022 Q4	$2.86M	Buy	+71,080	New	+$2.86M	0.31%	65

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

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 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

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

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

Parcion Private Wealth's CUBE Position: Q3 2026 in Review

Parcion Private Wealth reduced its CubeSmart (CUBE) stake by 33% in Q3 2026, selling an estimated $161K and leaving 8,061 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #433.

Parcion Private Wealth first reported a position in CUBE in Q4 2022 and has held it in 8 quarters since. The position peaked at $4.61M in Q4 2023. 137 funds tracked by Wall St. Rank hold CUBE as of Q3 2026.

Parcion Private Wealth held 8,061 shares of CubeSmart worth $303K as of Q3 2026.
Parcion Private Wealth sold 3,972 CubeSmart shares in Q3 2026, an estimated $161K.
CubeSmart made up 0.02% of Parcion Private Wealth's portfolio in Q3 2026, its #433 holding.
Parcion Private Wealth first reported a position in CubeSmart in Q4 2022 and has held it in 8 quarters since.
Parcion Private Wealth's CubeSmart position peaked at $4.61M in Q4 2023.
137 funds tracked by Wall St. Rank held CubeSmart as of Q3 2026.

Based on Parcion Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.