Summit Securities Group
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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

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Deutsche Bank
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Duff & Phelps Investment Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
AEW Capital Management
AEW Capital Management Boston, Massachusetts $1.56B AUM 8.6% 1-Year Est. Return
ACMI
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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Summit Securities Group's CUBE Position: Q3 2026 in Review

Summit Securities Group sold out of CubeSmart (CUBE) in Q3 2026, closing a stake of 5,424 shares — an estimated $216K sold.

Summit Securities Group first reported a position in CUBE in Q2 2021 and held it in 6 quarters. The position peaked at $820K in Q4 2021. 245 funds tracked by Wall St. Rank hold CUBE as of Q3 2026.

  • Summit Securities Group reported no remaining CubeSmart position as of Q3 2026 after selling out during the quarter.
  • Summit Securities Group sold 5,424 CubeSmart shares in Q3 2026, an estimated $216K.
  • Summit Securities Group first reported a position in CubeSmart in Q2 2021 and held it in 6 quarters.
  • Summit Securities Group's CubeSmart position peaked at $820K in Q4 2021.
  • 245 funds tracked by Wall St. Rank held CubeSmart as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.