Summit Securities Group’s CubeSmart CUBE Stock Holding History

Summit Securities Group’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	$216K	Buy	+5,424	New	+$216K	0.02%	265
2023 Q3	–	Sell	-6	Closed	–	–	657
2023 Q2	$0	Buy	6 +5	+500%	+$227	﹤0.01%	916
2023 Q1	$0	Buy	+1	New	+$45	﹤0.01%	895
2022 Q2	–	Sell	-2,600	Closed	-$135K	–	999
2022 Q1	$135K	Sell	2,600 -11,800	-82%	-$597K	0.02%	455
2021 Q4	$820K	Buy	+14,400	New	+$774K	0.04%	272
2021 Q3	–	Sell	-11,700	Closed	-$542K	–	722
2021 Q2	$542K	Buy	+11,700	New	+$505K	0.04%	365

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

Summit Securities Group's CUBE Position: Q2 2026 in Review

Summit Securities Group opened a new position in CubeSmart (CUBE) in Q2 2026: 5,424 shares worth $216K. The stake represents 0.02% of the portfolio and ranks #265 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in CUBE as recently as Q2 2023.

Summit Securities Group first reported a position in CUBE in Q2 2021 and has held it in 6 quarters since. The position peaked at $820K in Q4 2021. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

Summit Securities Group held 5,424 shares of CubeSmart worth $216K as of Q2 2026.
CubeSmart was a new Summit Securities Group position in Q2 2026.
CubeSmart made up 0.02% of Summit Securities Group's portfolio in Q2 2026, its #265 holding.
Summit Securities Group first reported a position in CubeSmart in Q2 2021 and has held it in 6 quarters since.
Summit Securities Group's CubeSmart position peaked at $820K in Q4 2021.
519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.