Sound Income Strategies’s CubeSmart CUBE Stock Holding History

Sound Income Strategies’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	-10	Closed	-$365	–	894
2026 Q1	$365	Hold	10	–	–	﹤0.01%	2416
2025 Q4	$396	Hold	10	–	–	﹤0.01%	2395
2025 Q3	$398	Sell	10 -41	-80%	-$1.67K	﹤0.01%	1554
2025 Q2	$2.17K	Hold	51	–	–	﹤0.01%	1251
2025 Q1	$2.18K	Hold	51	–	–	﹤0.01%	1214
2024 Q4	$2.19K	Hold	51	–	–	﹤0.01%	1150
2024 Q3	$2.75K	Hold	51	–	–	﹤0.01%	1073
2024 Q2	$2.3K	Hold	51	–	–	﹤0.01%	1085
2024 Q1	$2.31K	Hold	51	–	–	﹤0.01%	1033
2023 Q4	$2.36K	Hold	51	–	–	﹤0.01%	1030
2023 Q3	$1.95K	Hold	51	–	–	﹤0.01%	920
2023 Q2	$2.28K	Hold	51	–	–	﹤0.01%	869
2023 Q1	$2.36K	Hold	51	–	–	﹤0.01%	816
2022 Q4	$2.05K	Hold	51	–	–	﹤0.01%	759
2022 Q3	$2K	Buy	51 +10	+24%	+$451	﹤0.01%	689
2022 Q2	$2K	Hold	41	–	–	﹤0.01%	701
2022 Q1	$2K	Hold	41	–	–	﹤0.01%	715
2021 Q4	$2K	Hold	41	–	–	﹤0.01%	705
2021 Q3	$2K	Hold	41	–	–	﹤0.01%	681
2021 Q2	$2K	Hold	41	–	–	﹤0.01%	716
2021 Q1	$1.55K	Hold	41	–	–	﹤0.01%	792
2020 Q4	$1K	Hold	41	–	–	﹤0.01%	771
2020 Q3	$1K	Buy	+41	New	+$1.24K	﹤0.01%	724

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

ACM

AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

Sound Income Strategies's CUBE Position: Q2 2026 in Review

Sound Income Strategies sold out of CubeSmart (CUBE) in Q2 2026, closing a stake of 10 shares — an estimated $365 sold.

Sound Income Strategies first reported a position in CUBE in Q3 2020 and held it in 23 quarters. The position peaked at $2.75K in Q3 2024. 189 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

Sound Income Strategies reported no remaining CubeSmart position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 10 CubeSmart shares in Q2 2026, an estimated $365.
Sound Income Strategies first reported a position in CubeSmart in Q3 2020 and held it in 23 quarters.
Sound Income Strategies's CubeSmart position peaked at $2.75K in Q3 2024.
189 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.