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 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

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

Parcion Private Wealth's CUBE Position: Q2 2026 in Review

Parcion Private Wealth opened a new position in CubeSmart (CUBE) in Q2 2026: 12,033 shares worth $479K. The stake represents 0.03% of the portfolio and ranks #276 among its holdings. This is a return to the name: Parcion Private Wealth previously reported a position in CUBE as recently as Q1 2024.

Parcion Private Wealth first reported a position in CUBE in Q4 2022 and has held it in 7 quarters since. The position peaked at $4.61M in Q4 2023. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

Parcion Private Wealth held 12,033 shares of CubeSmart worth $479K as of Q2 2026.
CubeSmart was a new Parcion Private Wealth position in Q2 2026.
CubeSmart made up 0.03% of Parcion Private Wealth's portfolio in Q2 2026, its #276 holding.
Parcion Private Wealth first reported a position in CubeSmart in Q4 2022 and has held it in 7 quarters since.
Parcion Private Wealth's CubeSmart position peaked at $4.61M in Q4 2023.
519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.