Total Wealth Planning & Management
CUBE icon

Total Wealth Planning & Management’s CubeSmart CUBE Stock Holding History

Total Wealth Planning & Management’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
Q3 		$691K Buy
18,384
+466
+3% +$18.8K 0.51% 63
2026
Q2 		$713K Buy
17,918
+1,544
+9% +$61.5K 0.48% 65
2026
Q1 		$600K Buy
+16,374
New +$628K 0.44% 76
2025
Q2 		$444K Sell
10,451
-179
-2% -$7.42K 0.36% 99
2025
Q1 		$454K Buy
10,630
+5,281
+99% +$221K 0.43% 77
2024
Q4 		$229K Buy
+5,349
New +$256K 0.21% 165

Other funds holding CUBE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Total Wealth Planning & Management's CUBE Position: Q3 2026 in Review

Total Wealth Planning & Management increased its CubeSmart (CUBE) stake by 2.6% in Q3 2026, buying an estimated $18.8K and bringing the position to 18,384 shares worth $691K. The position accounts for 0.51% of the portfolio, ranked #63.

Total Wealth Planning & Management first reported a position in CUBE in Q4 2024 and has held it in 6 quarters since. The position peaked at $713K in Q2 2026. 413 funds tracked by Wall St. Rank hold CUBE as of Q3 2026.

  • Total Wealth Planning & Management held 18,384 shares of CubeSmart worth $691K as of Q3 2026.
  • Total Wealth Planning & Management bought 466 CubeSmart shares in Q3 2026, an estimated $18.8K.
  • CubeSmart made up 0.51% of Total Wealth Planning & Management's portfolio in Q3 2026, its #63 holding.
  • Total Wealth Planning & Management first reported a position in CubeSmart in Q4 2024 and has held it in 6 quarters since.
  • Total Wealth Planning & Management's CubeSmart position peaked at $713K in Q2 2026.
  • 413 funds tracked by Wall St. Rank held CubeSmart as of Q3 2026.

Based on Total Wealth Planning & Management's 13F filing for Q3 2026, filed 23 Oct 2026.