Plante Moran Financial Advisors’s CubeSmart CUBE Stock Holding History

Plante Moran Financial 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	$159	Buy	+4	New	+$159	﹤0.01%	1497
2021 Q3	–	Sell	-111	Closed	-$5K	–	939
2021 Q2	$5K	Hold	111	–	–	﹤0.01%	779
2021 Q1	$4K	Hold	111	–	–	﹤0.01%	801
2020 Q4	$4K	Buy	+111	New	+$3.71K	﹤0.01%	713
2019 Q4	–	Sell	-78	Closed	-$3K	–	777
2019 Q3	$3K	Buy	+78	New	+$2.72K	﹤0.01%	734
2018 Q4	–	Sell	-77	Closed	-$2K	–	899
2018 Q3	$2K	Buy	+77	New	+$2.35K	﹤0.01%	685
2016 Q1	–	Sell	-315	Closed	-$10K	–	882
2015 Q4	$10K	Buy	+315	New	+$9.04K	0.01%	574
2014 Q3	–	Sell	-159	Closed	-$3K	–	796
2014 Q2	$3K	Hold	159	–	–	﹤0.01%	718
2014 Q1	$3K	Hold	159	–	–	﹤0.01%	521
2013 Q4	$3K	Hold	159	–	–	﹤0.01%	584
2013 Q3	$3K	Hold	159	–	–	﹤0.01%	514
2013 Q2	$3K	Buy	+159	New	+$2.6K	﹤0.01%	496

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 $3.38T AUM 44.17% 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

Plante Moran Financial Advisors's CUBE Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in CubeSmart (CUBE) in Q2 2026: 4 shares worth $159. The stake represents ﹤0.01% of the portfolio and ranks #1497 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in CUBE as recently as Q2 2021.

Plante Moran Financial Advisors first reported a position in CUBE in Q2 2013 and has held it in 12 quarters since. The position peaked at $10K in Q4 2015. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

Plante Moran Financial Advisors held 4 shares of CubeSmart worth $159 as of Q2 2026.
CubeSmart was a new Plante Moran Financial Advisors position in Q2 2026.
CubeSmart made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1497 holding.
Plante Moran Financial Advisors first reported a position in CubeSmart in Q2 2013 and has held it in 12 quarters since.
Plante Moran Financial Advisors's CubeSmart position peaked at $10K in Q4 2015.
519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.