True Wealth Design
CUBE icon

True Wealth Design’s CubeSmart CUBE Stock Holding History

True Wealth Design’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 		$64.4K Sell
1,714
-973
-36% -$39.3K 0.02% 420
2026
Q2 		$107K Buy
2,687
+2,071
+336% +$82.4K 0.03% 241
2026
Q1 		$22.6K Buy
616
+561
+1,020% +$21.5K 0.01% 668
2025
Q4 		$1.98K Sell
55
-750
-93% -$28.5K ﹤0.01% 1455
2025
Q3 		$32.7K Buy
805
+111
+16% +$4.52K 0.01% 439
2025
Q2 		$29.5K Buy
694
+524
+308% +$21.7K 0.01% 299
2025
Q1 		$7.26K Buy
+170
New +$7.1K ﹤0.01% 564

Other funds holding CUBE

Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Econ Financial Services
Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

True Wealth Design's CUBE Position: Q3 2026 in Review

True Wealth Design reduced its CubeSmart (CUBE) stake by 36% in Q3 2026, selling an estimated $39.3K and leaving 1,714 shares worth $64.4K. The position accounts for 0.02% of the portfolio, ranked #420.

True Wealth Design first reported a position in CUBE in Q1 2025 and has held it in 7 quarters since. The position peaked at $107K in Q2 2026. 83 funds tracked by Wall St. Rank hold CUBE as of Q3 2026.

  • True Wealth Design held 1,714 shares of CubeSmart worth $64.4K as of Q3 2026.
  • True Wealth Design sold 973 CubeSmart shares in Q3 2026, an estimated $39.3K.
  • CubeSmart made up 0.02% of True Wealth Design's portfolio in Q3 2026, its #420 holding.
  • True Wealth Design first reported a position in CubeSmart in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's CubeSmart position peaked at $107K in Q2 2026.
  • 83 funds tracked by Wall St. Rank held CubeSmart as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.