Wealth Quarterback
CUBE icon

Wealth Quarterback’s CubeSmart CUBE Stock Holding History

Wealth Quarterback’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 		$389K Buy
10,344
+117
+1% +$4.73K 0.12% 109
2026
Q2 		$407K Sell
10,227
-535
-5% -$21.3K 0.13% 105
2026
Q1 		$394K Sell
10,762
-1,308
-11% -$50.2K 0.16% 103
2025
Q4 		$435K Buy
12,070
+2,902
+32% +$110K 0.16% 102
2025
Q3 		$373K Buy
+9,168
New +$374K 0.14% 111

Other funds holding CUBE

Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Econ Financial Services
Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Wealth Quarterback's CUBE Position: Q3 2026 in Review

Wealth Quarterback increased its CubeSmart (CUBE) stake by 1.1% in Q3 2026, buying an estimated $4.73K and bringing the position to 10,344 shares worth $389K. The position accounts for 0.12% of the portfolio, ranked #109.

Wealth Quarterback first reported a position in CUBE in Q3 2025 and has held it in 5 quarters since. The position peaked at $435K in Q4 2025. 89 funds tracked by Wall St. Rank hold CUBE as of Q3 2026.

  • Wealth Quarterback held 10,344 shares of CubeSmart worth $389K as of Q3 2026.
  • Wealth Quarterback bought 117 CubeSmart shares in Q3 2026, an estimated $4.73K.
  • CubeSmart made up 0.12% of Wealth Quarterback's portfolio in Q3 2026, its #109 holding.
  • Wealth Quarterback first reported a position in CubeSmart in Q3 2025 and has held it in 5 quarters since.
  • Wealth Quarterback's CubeSmart position peaked at $435K in Q4 2025.
  • 89 funds tracked by Wall St. Rank held CubeSmart as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.