Wiser Advisor Group’s CubeSmart CUBE Stock Holding History

Wiser Advisor Group’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 Q1	$25.7K	Buy	702 +9	+1%	+$345	0.03%	115
2025 Q4	$25K	Buy	693 +9	+1%	+$342	0.03%	121
2025 Q3	$27.8K	Buy	+684	New	+$27.9K	0.03%	117
2025 Q2	–	Sell	-667	Closed	-$28.5K	–	90
2025 Q1	$28.5K	Buy	667 +8	+1%	+$334	0.04%	124
2024 Q4	$28.2K	Buy	659 +7	+1%	+$336	0.04%	124
2024 Q3	$35.1K	Buy	652 +6	+0.9%	+$298	0.05%	116
2024 Q2	$29.1K	Buy	646 +9	+1%	+$388	0.05%	122
2024 Q1	$28.8K	Buy	637 +6	+1%	+$266	0.05%	126
2023 Q4	$29.2K	Buy	+631	New	+$24.8K	0.05%	126

Other funds holding CUBE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wiser Advisor Group's CUBE Position: Q1 2026 in Review

Wiser Advisor Group increased its CubeSmart (CUBE) stake by 1.3% in Q1 2026, buying an estimated $345 and bringing the position to 702 shares worth $25.7K. The position accounts for 0.03% of the portfolio, ranked #115.

Wiser Advisor Group first reported a position in CUBE in Q4 2023 and has held it in 9 quarters since. The position peaked at $35.1K in Q3 2024. 483 funds tracked by Wall St. Rank hold CUBE as of Q1 2026.

Wiser Advisor Group held 702 shares of CubeSmart worth $25.7K as of Q1 2026.
Wiser Advisor Group bought 9 CubeSmart shares in Q1 2026, an estimated $345.
CubeSmart made up 0.03% of Wiser Advisor Group's portfolio in Q1 2026, its #115 holding.
Wiser Advisor Group first reported a position in CubeSmart in Q4 2023 and has held it in 9 quarters since.
Wiser Advisor Group's CubeSmart position peaked at $35.1K in Q3 2024.
483 funds tracked by Wall St. Rank held CubeSmart as of Q1 2026.

Based on Wiser Advisor Group's 13F filing for Q1 2026, filed 22 Apr 2026.