SSG
CUBE icon

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
2022
Q2 		– Sell
-900
Closed -$47K – 1000
2022
Q1 		$47K Sell
900
-7,600
-89% -$385K 0.01% 619
2021
Q4 		$484K Buy
+8,500
New +$457K 0.02% 378

Other funds holding CUBE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
T. Rowe Price Associates
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.