Sequoia Financial Advisors’s CubeSmart CUBE Stock Holding History

Sequoia Financial Advisors’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	$3.29M	Buy	82,782 +4,288	+5%	+$171K	0.02%	454
2026 Q1	$2.88M	Buy	78,494 +17,406	+28%	+$668K	0.02%	476
2025 Q4	$2.2M	Buy	61,088 +1,114	+2%	+$42.3K	0.01%	544
2025 Q3	$2.44M	Buy	59,974 +12,957	+28%	+$528K	0.01%	466
2025 Q2	$2M	Buy	47,017 +13,731	+41%	+$569K	0.01%	473
2025 Q1	$1.42M	Buy	33,286 +4,366	+15%	+$182K	0.01%	513
2024 Q4	$1.24M	Buy	28,920 +1,949	+7%	+$93.4K	0.01%	520
2024 Q3	$1.45M	Buy	+26,971	New	+$1.34M	0.02%	451

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 $3.38T AUM 44.17% 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

Sequoia Financial Advisors's CUBE Position: Q2 2026 in Review

Sequoia Financial Advisors increased its CubeSmart (CUBE) stake by 5.5% in Q2 2026, buying an estimated $171K and bringing the position to 82,782 shares worth $3.29M. The position accounts for 0.02% of the portfolio, ranked #454.

Sequoia Financial Advisors first reported a position in CUBE in Q3 2024 and has held it in 8 quarters since. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

Sequoia Financial Advisors held 82,782 shares of CubeSmart worth $3.29M as of Q2 2026.
Sequoia Financial Advisors bought 4,288 CubeSmart shares in Q2 2026, an estimated $171K.
CubeSmart made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #454 holding.
Sequoia Financial Advisors first reported a position in CubeSmart in Q3 2024 and has held it in 8 quarters since.
519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.