VestGen Advisors’s CubeSmart CUBE Stock Holding History

VestGen 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	$351K	Buy	8,835 +3,413	+63%	+$136K	0.01%	787
2026 Q1	$222K	Buy	+5,422	New	+$208K	0.01%	966

Other funds holding CUBE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

VestGen Advisors's CUBE Position: Q2 2026 in Review

VestGen Advisors increased its CubeSmart (CUBE) stake by 63% in Q2 2026, buying an estimated $136K and bringing the position to 8,835 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #787.

VestGen Advisors first reported a position in CUBE in Q1 2026 and has held it in 2 quarters since. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

VestGen Advisors held 8,835 shares of CubeSmart worth $351K as of Q2 2026.
VestGen Advisors bought 3,413 CubeSmart shares in Q2 2026, an estimated $136K.
CubeSmart made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #787 holding.
VestGen Advisors first reported a position in CubeSmart in Q1 2026 and has held it in 2 quarters since.
519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.