Wealth Preservation Advisors’s CubeSmart CUBE Stock Holding History

Wealth Preservation 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	-205	Closed	-$7.51K	–	286
2026 Q1	$7.51K	Buy	+205	New	+$7.86K	0.01%	447

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

Wealth Preservation Advisors's CUBE Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of CubeSmart (CUBE) in Q2 2026, closing a stake of 205 shares — an estimated $7.51K sold.

Wealth Preservation Advisors first reported a position in CUBE in Q1 2026 and held it in 1 quarter. The position peaked at $7.51K in Q1 2026. 517 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

Wealth Preservation Advisors reported no remaining CubeSmart position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 205 CubeSmart shares in Q2 2026, an estimated $7.51K.
Wealth Preservation Advisors first reported a position in CubeSmart in Q1 2026 and held it in 1 quarter.
Wealth Preservation Advisors's CubeSmart position peaked at $7.51K in Q1 2026.
517 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.