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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
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 $6.73T 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

Total Wealth Planning & Management's CUBE Position: Q2 2026 in Review

Total Wealth Planning & Management increased its CubeSmart (CUBE) stake by 9.4% in Q2 2026, buying an estimated $61.5K and bringing the position to 17,918 shares worth $713K. The position accounts for 0.48% of the portfolio, ranked #65.

Total Wealth Planning & Management first reported a position in CUBE in Q4 2024 and has held it in 5 quarters since. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • Total Wealth Planning & Management held 17,918 shares of CubeSmart worth $713K as of Q2 2026.
  • Total Wealth Planning & Management bought 1,544 CubeSmart shares in Q2 2026, an estimated $61.5K.
  • CubeSmart made up 0.48% of Total Wealth Planning & Management's portfolio in Q2 2026, its #65 holding.
  • Total Wealth Planning & Management first reported a position in CubeSmart in Q4 2024 and has held it in 5 quarters since.
  • 519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.