Waddell & Associates’s CubeSmart CUBE Stock Holding History

Waddell & Associates’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	$507K	Buy	12,742 +7,037	+123%	+$280K	0.03%	267
2026 Q1	$209K	Buy	+5,705	New	+$219K	0.01%	413

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 $3.38T AUM 44.17% 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

Waddell & Associates's CUBE Position: Q2 2026 in Review

Waddell & Associates increased its CubeSmart (CUBE) stake by 123% in Q2 2026, buying an estimated $280K and bringing the position to 12,742 shares worth $507K. The position accounts for 0.03% of the portfolio, ranked #267.

Waddell & Associates 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.

Waddell & Associates held 12,742 shares of CubeSmart worth $507K as of Q2 2026.
Waddell & Associates bought 7,037 CubeSmart shares in Q2 2026, an estimated $280K.
CubeSmart made up 0.03% of Waddell & Associates's portfolio in Q2 2026, its #267 holding.
Waddell & Associates 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 Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.