Root Financial Partners’s CubeSmart CUBE Stock Holding History

Root Financial Partners’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	–	Sell	-13	Closed	-$476	–	1046
2026 Q1	$476	Hold	13	–	–	﹤0.01%	2881
2025 Q4	$469	Buy	+13	New	+$494	﹤0.01%	2218

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

Root Financial Partners's CUBE Position: Q2 2026 in Review

Root Financial Partners sold out of CubeSmart (CUBE) in Q2 2026, closing a stake of 13 shares — an estimated $476 sold.

Root Financial Partners first reported a position in CUBE in Q4 2025 and held it in 2 quarters. The position peaked at $476 in Q1 2026. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

Root Financial Partners reported no remaining CubeSmart position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 13 CubeSmart shares in Q2 2026, an estimated $476.
Root Financial Partners first reported a position in CubeSmart in Q4 2025 and held it in 2 quarters.
Root Financial Partners's CubeSmart position peaked at $476 in Q1 2026.
519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.