Pinnacle Wealth Planning Services’s CubeSmart CUBE Stock Holding History

Pinnacle Wealth Planning Services’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	$939	Buy	25 +4	+19%	+$162	﹤0.01%	2619
2026 Q2	$835	Hold	21	–	–	﹤0.01%	2602
2026 Q1	$770	Sell	21 -24	-53%	-$921	﹤0.01%	2588
2025 Q4	$1.62K	Buy	+45	New	+$1.71K	﹤0.01%	2521
2021 Q1	–	Sell	-31	Closed	-$1K	–	724
2020 Q4	$1K	Buy	+31	New	+$1.04K	﹤0.01%	2094

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

Pinnacle Wealth Planning Services's CUBE Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its CubeSmart (CUBE) stake by 19% in Q3 2026, buying an estimated $162 and bringing the position to 25 shares worth $939. The position accounts for ﹤0.01% of the portfolio, ranked #2619.

Pinnacle Wealth Planning Services first reported a position in CUBE in Q4 2020 and has held it in 5 quarters since. The position peaked at $1.62K in Q4 2025. 126 funds tracked by Wall St. Rank hold CUBE as of Q3 2026.

Pinnacle Wealth Planning Services held 25 shares of CubeSmart worth $939 as of Q3 2026.
Pinnacle Wealth Planning Services bought 4 CubeSmart shares in Q3 2026, an estimated $162.
CubeSmart made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2619 holding.
Pinnacle Wealth Planning Services first reported a position in CubeSmart in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's CubeSmart position peaked at $1.62K in Q4 2025.
126 funds tracked by Wall St. Rank held CubeSmart as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.