WQ
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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
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

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Wealth Quarterback's CUBE Position: Q2 2026 in Review

Wealth Quarterback reduced its CubeSmart (CUBE) stake by 5% in Q2 2026, selling an estimated $21.3K and leaving 10,227 shares worth $407K. The position accounts for 0.13% of the portfolio, ranked #105.

Wealth Quarterback first reported a position in CUBE in Q3 2025 and has held it in 4 quarters since. The position peaked at $435K in Q4 2025. 93 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • Wealth Quarterback held 10,227 shares of CubeSmart worth $407K as of Q2 2026.
  • Wealth Quarterback sold 535 CubeSmart shares in Q2 2026, an estimated $21.3K.
  • CubeSmart made up 0.13% of Wealth Quarterback's portfolio in Q2 2026, its #105 holding.
  • Wealth Quarterback first reported a position in CubeSmart in Q3 2025 and has held it in 4 quarters since.
  • Wealth Quarterback's CubeSmart position peaked at $435K in Q4 2025.
  • 93 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Wealth Quarterback's 13F filing for Q2 2026, filed 27 Jul 2026.