James T. Borello RIA
CUBE icon

James T. Borello RIA’s CubeSmart CUBE Stock Holding History

James T. Borello RIA’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 		$1.8K Sell
48
-7
-13% -$283 ﹤0.01% 934
2026
Q2 		$2.19K Hold
55
– – ﹤0.01% 933
2026
Q1 		$2.02K Buy
55
+10
+22% +$384 ﹤0.01% 920
2025
Q4 		$1.62K Buy
+45
New +$1.71K ﹤0.01% 819

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

James T. Borello RIA's CUBE Position: Q3 2026 in Review

James T. Borello RIA reduced its CubeSmart (CUBE) stake by 13% in Q3 2026, selling an estimated $283 and leaving 48 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #934.

James T. Borello RIA first reported a position in CUBE in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.19K in Q2 2026. 83 funds tracked by Wall St. Rank hold CUBE as of Q3 2026.

  • James T. Borello RIA held 48 shares of CubeSmart worth $1.8K as of Q3 2026.
  • James T. Borello RIA sold 7 CubeSmart shares in Q3 2026, an estimated $283.
  • CubeSmart made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #934 holding.
  • James T. Borello RIA first reported a position in CubeSmart in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello RIA's CubeSmart position peaked at $2.19K in Q2 2026.
  • 83 funds tracked by Wall St. Rank held CubeSmart as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.