Principia Wealth Advisory’s CubeSmart CUBE Stock Holding History

Principia Wealth Advisory’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	$2.23K	Buy	56 +54	+2,700%	+$2.15K	﹤0.01%	561
2026 Q1	$73	Sell	2 -7	-78%	-$269	﹤0.01%	1031
2025 Q4	$324	Sell	9 -13	-59%	-$494	﹤0.01%	879
2025 Q3	$895	Buy	22 +16	+267%	+$652	﹤0.01%	675
2025 Q2	$255	Sell	6 -11	-65%	-$456	﹤0.01%	868
2025 Q1	$648	Buy	17 +12	+240%	+$501	﹤0.01%	509
2024 Q4	$214	Buy	+5	New	+$240	﹤0.01%	724

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

Principia Wealth Advisory's CUBE Position: Q2 2026 in Review

Principia Wealth Advisory increased its CubeSmart (CUBE) stake by 2,700% in Q2 2026, buying an estimated $2.15K and bringing the position to 56 shares worth $2.23K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Principia Wealth Advisory first reported a position in CUBE in Q4 2024 and has held it in 7 quarters since. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

Principia Wealth Advisory held 56 shares of CubeSmart worth $2.23K as of Q2 2026.
Principia Wealth Advisory bought 54 CubeSmart shares in Q2 2026, an estimated $2.15K.
CubeSmart made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #561 holding.
Principia Wealth Advisory first reported a position in CubeSmart in Q4 2024 and has held it in 7 quarters since.
519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.