VWM
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Valley Wealth Managers’s CubeSmart CUBE Stock Holding History

Valley Wealth Managers’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 		$22.5M Buy
+598,704
New +$24.2M 1.28% 33

Other funds holding CUBE

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Valley Wealth Managers's CUBE Position: Q3 2026 in Review

Valley Wealth Managers opened a new position in CubeSmart (CUBE) in Q3 2026: 598,704 shares worth $22.5M. The stake represents 1.28% of the portfolio and ranks #33 among its holdings.

20 funds tracked by Wall St. Rank hold CUBE as of Q3 2026.

  • Valley Wealth Managers held 598,704 shares of CubeSmart worth $22.5M as of Q3 2026.
  • CubeSmart was a new Valley Wealth Managers position in Q3 2026.
  • CubeSmart made up 1.28% of Valley Wealth Managers's portfolio in Q3 2026, its #33 holding.
  • 20 funds tracked by Wall St. Rank held CubeSmart as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.