Wealth Enhancement Advisory Services
CUBE icon

Wealth Enhancement Advisory Services’s CubeSmart CUBE Stock Holding History

Wealth Enhancement Advisory Services’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 		$9.1M Buy
244,283
+119,915
+96% +$4.77M 0.02% 707
2026
Q1 		$4.63M Buy
124,368
+27,402
+28% +$1.05M 0.01% 932
2025
Q4 		$3.53M Sell
96,966
-1,332
-1% -$50.6K ﹤0.01% 1198
2025
Q3 		$3.94M Buy
98,298
+87,589
+818% +$3.57M 0.01% 1074
2025
Q2 		$464K Sell
10,709
-2,485
-19% -$103K ﹤0.01% 2284
2025
Q1 		$564K Sell
13,194
-4,322
-25% -$181K ﹤0.01% 1974
2024
Q4 		$751K Sell
17,516
-44,940
-72% -$2.15M ﹤0.01% 1713
2024
Q3 		$3.36M Buy
62,456
+54,112
+649% +$2.69M 0.01% 852
2024
Q2 		$377K Sell
8,344
-823
-9% -$35.5K ﹤0.01% 1825
2024
Q1 		$415K Buy
9,167
+1,188
+15% +$52.7K ﹤0.01% 1705
2023
Q4 		$370K Buy
7,979
+786
+11% +$30.9K ﹤0.01% 1690
2023
Q3 		$274K Buy
+7,193
New +$304K ﹤0.01% 1795

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

Wealth Enhancement Advisory Services's CUBE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its CubeSmart (CUBE) stake by 96% in Q2 2026, buying an estimated $4.77M and bringing the position to 244,283 shares worth $9.1M. The position accounts for 0.02% of the portfolio, ranked #707.

Wealth Enhancement Advisory Services first reported a position in CUBE in Q3 2023 and has held it in 12 quarters since. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 244,283 shares of CubeSmart worth $9.1M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 119,915 CubeSmart shares in Q2 2026, an estimated $4.77M.
  • CubeSmart made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #707 holding.
  • Wealth Enhancement Advisory Services first reported a position in CubeSmart in Q3 2023 and has held it in 12 quarters since.
  • 519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.