EWP
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Elevation Wealth Partners’s CubeSmart CUBE Stock Holding History

Elevation Wealth Partners’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 		$68.8K Buy
1,830
+413
+29% +$16.7K 0.02% 286
2026
Q2 		$56.4K Buy
1,417
+391
+38% +$15.6K 0.02% 277
2026
Q1 		$37.6K Buy
1,026
+576
+128% +$22.1K 0.01% 281
2025
Q4 		$16.2K Sell
450
-1,816
-80% -$69K 0.01% 409
2025
Q3 		$92.1K Buy
2,266
+16
+0.7% +$652 0.03% 183
2025
Q2 		$95.6K Hold
2,250
– – 0.04% 179
2025
Q1 		$96.1K Hold
2,250
– – 0.04% 176
2024
Q4 		$96.4K Hold
2,250
– – 0.04% 172
2024
Q3 		$121K Hold
2,250
– – 0.05% 149
2024
Q2 		$102K Hold
2,250
– – 0.05% 160
2024
Q1 		$102K Hold
2,250
– – 0.05% 160
2023
Q4 		$85.8K Buy
+2,250
New +$88.4K 0.05% 165

Other funds holding CUBE

VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Elevation Wealth Partners's CUBE Position: Q3 2026 in Review

Elevation Wealth Partners increased its CubeSmart (CUBE) stake by 29% in Q3 2026, buying an estimated $16.7K and bringing the position to 1,830 shares worth $68.8K. The position accounts for 0.02% of the portfolio, ranked #286.

Elevation Wealth Partners first reported a position in CUBE in Q4 2023 and has held it in 12 quarters since. The position peaked at $121K in Q3 2024. 20 funds tracked by Wall St. Rank hold CUBE as of Q3 2026.

  • Elevation Wealth Partners held 1,830 shares of CubeSmart worth $68.8K as of Q3 2026.
  • Elevation Wealth Partners bought 413 CubeSmart shares in Q3 2026, an estimated $16.7K.
  • CubeSmart made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #286 holding.
  • Elevation Wealth Partners first reported a position in CubeSmart in Q4 2023 and has held it in 12 quarters since.
  • Elevation Wealth Partners's CubeSmart position peaked at $121K in Q3 2024.
  • 20 funds tracked by Wall St. Rank held CubeSmart as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.