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Twin Peaks Wealth Advisors’s CubeSmart CUBE Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-62
Closed -$2.27K – 684
2026
Q1 		$2.27K Buy
+62
New +$2.38K ﹤0.01% 1669
2025
Q3 		– Sell
-304
Closed -$11.8K – 608
2025
Q2 		$11.8K Buy
+304
New +$12.6K ﹤0.01% 851

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

Twin Peaks Wealth Advisors's CUBE Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of CubeSmart (CUBE) in Q2 2026, closing a stake of 62 shares — an estimated $2.27K sold.

Twin Peaks Wealth Advisors first reported a position in CUBE in Q2 2025 and held it in 2 quarters. The position peaked at $11.8K in Q2 2025. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining CubeSmart position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 62 CubeSmart shares in Q2 2026, an estimated $2.27K.
  • Twin Peaks Wealth Advisors first reported a position in CubeSmart in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's CubeSmart position peaked at $11.8K in Q2 2025.
  • 519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.