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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
Q2 		$28.3K Buy
712
+10
+1% +$398 0.03% 118
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
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

Wiser Advisor Group's CUBE Position: Q2 2026 in Review

Wiser Advisor Group increased its CubeSmart (CUBE) stake by 1.4% in Q2 2026, buying an estimated $398 and bringing the position to 712 shares worth $28.3K. The position accounts for 0.03% of the portfolio, ranked #118.

Wiser Advisor Group first reported a position in CUBE in Q4 2023 and has held it in 10 quarters since. The position peaked at $35.1K in Q3 2024. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • Wiser Advisor Group held 712 shares of CubeSmart worth $28.3K as of Q2 2026.
  • Wiser Advisor Group bought 10 CubeSmart shares in Q2 2026, an estimated $398.
  • CubeSmart made up 0.03% of Wiser Advisor Group's portfolio in Q2 2026, its #118 holding.
  • Wiser Advisor Group first reported a position in CubeSmart in Q4 2023 and has held it in 10 quarters since.
  • Wiser Advisor Group's CubeSmart position peaked at $35.1K in Q3 2024.
  • 519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.