Ritholtz Wealth Management
CUBE icon

Ritholtz Wealth Management’s CubeSmart CUBE Stock Holding History

Ritholtz 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
Q3 		$285K Sell
7,587
-4,388
-37% -$177K ﹤0.01% 1136
2026
Q2 		$476K Buy
+11,975
New +$477K 0.01% 875

Other funds holding CUBE

BlackRock
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Ritholtz Wealth Management's CUBE Position: Q3 2026 in Review

Ritholtz Wealth Management reduced its CubeSmart (CUBE) stake by 37% in Q3 2026, selling an estimated $177K and leaving 7,587 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #1136.

Ritholtz Wealth Management first reported a position in CUBE in Q2 2026 and has held it in 2 quarters since. The position peaked at $476K in Q2 2026. 413 funds tracked by Wall St. Rank hold CUBE as of Q3 2026.

  • Ritholtz Wealth Management held 7,587 shares of CubeSmart worth $285K as of Q3 2026.
  • Ritholtz Wealth Management sold 4,388 CubeSmart shares in Q3 2026, an estimated $177K.
  • CubeSmart made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q3 2026, its #1136 holding.
  • Ritholtz Wealth Management first reported a position in CubeSmart in Q2 2026 and has held it in 2 quarters since.
  • Ritholtz Wealth Management's CubeSmart position peaked at $476K in Q2 2026.
  • 413 funds tracked by Wall St. Rank held CubeSmart as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.