A detailed history of Total Wealth Planning & Management, Inc. transactions in Cube Smart stock. As of the latest transaction made, Total Wealth Planning & Management, Inc. holds 10,630 shares of CUBE stock, worth $423,073. This represents 0.43% of its overall portfolio holdings.

Number of Shares
10,630
Previous 5,349 98.73%
Holding current value
$423,073
Previous $229 Million 98.08%
% of portfolio
0.43%
Previous 0.21%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025

BUY
$40.23 - $43.23 $212,454 - $228,297
5,281 Added 98.73%
10,630 $454 Million
Q4 2024

Feb 28, 2025

BUY
$41.74 - $53.03 $223,267 - $283,657
5,349 New
5,349 $229 Million

Others Institutions Holding CUBE

About CubeSmart


  • Ticker CUBE
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Industrial
  • Shares Outstandng 224,454,000
  • Market Cap $8.93B
  • Description
  • CubeSmart is a self-administered and self-managed real estate investment trust. The Company's self-storage properties are designed to offer affordable, easily accessible and secure storage space for residential and commercial customers. According to the 2020 Self-Storage Almanac, CubeSmart is one of the top three owners and operators of self-sto...
More about CUBE
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