QWM
CUBE icon

Quaker Wealth Management’s CubeSmart CUBE Stock Holding History

Quaker Wealth Management’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
2025
Q2 		– Sell
-16
Closed -$684 – 1064
2025
Q1 		$684 Buy
+16
New +$669 ﹤0.01% 561

Other funds holding CUBE

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Quaker Wealth Management's CUBE Position: Q2 2026 in Review

Quaker Wealth Management held its CubeSmart (CUBE) position steady in Q2 2026 at 8 shares worth $319. The position accounts for ﹤0.01% of the portfolio, ranked #830.

Quaker Wealth Management first reported a position in CUBE in Q2 2025 and has held it in 5 quarters since. The position peaked at $361 in Q4 2025. 130 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • Quaker Wealth Management held 8 shares of CubeSmart worth $319 as of Q2 2026.
  • Quaker Wealth Management left its CubeSmart share count unchanged in Q2 2026.
  • CubeSmart made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #830 holding.
  • Quaker Wealth Management first reported a position in CubeSmart in Q2 2025 and has held it in 5 quarters since.
  • Quaker Wealth Management's CubeSmart position peaked at $361 in Q4 2025.
  • 130 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.