Red Door Wealth Management’s CubeSmart CUBE Stock Holding History

Red Door 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
2026 Q2	$1.19M	Hold	30,000	–	–	0.11%	107
2026 Q1	$1.1M	Hold	30,000	–	–	0.11%	103
2025 Q4	$1.08M	Hold	30,000	–	–	0.11%	99
2025 Q3	$1.22M	Hold	30,000	–	–	0.13%	93
2025 Q2	$1.27M	Hold	30,000	–	–	0.15%	92
2025 Q1	$1.28M	Hold	30,000	–	–	0.19%	78
2024 Q4	$1.29M	Buy	+30,000	New	+$1.44M	0.2%	79

Other funds holding CUBE

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

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

Red Door Wealth Management's CUBE Position: Q2 2026 in Review

Red Door Wealth Management held its CubeSmart (CUBE) position steady in Q2 2026 at 30,000 shares worth $1.19M. The position accounts for 0.11% of the portfolio, ranked #107.

Red Door Wealth Management first reported a position in CUBE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.29M in Q4 2024. 164 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

Red Door Wealth Management held 30,000 shares of CubeSmart worth $1.19M as of Q2 2026.
Red Door Wealth Management left its CubeSmart share count unchanged in Q2 2026.
CubeSmart made up 0.11% of Red Door Wealth Management's portfolio in Q2 2026, its #107 holding.
Red Door Wealth Management first reported a position in CubeSmart in Q4 2024 and has held it in 7 quarters since.
Red Door Wealth Management's CubeSmart position peaked at $1.29M in Q4 2024.
164 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

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