Physician Wealth Advisors’s CubeSmart CUBE Stock Holding History

Physician Wealth 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	$6.21K	Sell	156 -11	-7%	-$438	﹤0.01%	1014
2026 Q1	$6.12K	Buy	167 +129	+339%	+$4.95K	﹤0.01%	941
2025 Q4	$1.37K	Sell	38 -26	-41%	-$988	﹤0.01%	1459
2025 Q3	$2.6K	Buy	+64	New	+$2.61K	﹤0.01%	1111
2025 Q2	–	Sell	-48	Closed	-$2.05K	–	1854
2025 Q1	$2.05K	Sell	48 -2	-4%	-$84	﹤0.01%	861
2024 Q4	$2.14K	Buy	+50	New	+$2.4K	﹤0.01%	838

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

Physician Wealth Advisors's CUBE Position: Q2 2026 in Review

Physician Wealth Advisors reduced its CubeSmart (CUBE) stake by 6.6% in Q2 2026, selling an estimated $438 and leaving 156 shares worth $6.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

Physician Wealth Advisors first reported a position in CUBE in Q4 2024 and has held it in 6 quarters since. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

Physician Wealth Advisors held 156 shares of CubeSmart worth $6.21K as of Q2 2026.
Physician Wealth Advisors sold 11 CubeSmart shares in Q2 2026, an estimated $438.
CubeSmart made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1014 holding.
Physician Wealth Advisors first reported a position in CubeSmart in Q4 2024 and has held it in 6 quarters since.
519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.