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 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

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Elevation Wealth Partners's CUBE Position: Q2 2026 in Review

Elevation Wealth Partners increased its CubeSmart (CUBE) stake by 38% in Q2 2026, buying an estimated $15.6K and bringing the position to 1,417 shares worth $56.4K. The position accounts for 0.02% of the portfolio, ranked #277.

Elevation Wealth Partners first reported a position in CUBE in Q4 2023 and has held it in 11 quarters since. The position peaked at $121K in Q3 2024. 130 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

Elevation Wealth Partners held 1,417 shares of CubeSmart worth $56.4K as of Q2 2026.
Elevation Wealth Partners bought 391 CubeSmart shares in Q2 2026, an estimated $15.6K.
CubeSmart made up 0.02% of Elevation Wealth Partners's portfolio in Q2 2026, its #277 holding.
Elevation Wealth Partners first reported a position in CubeSmart in Q4 2023 and has held it in 11 quarters since.
Elevation Wealth Partners's CubeSmart position peaked at $121K in Q3 2024.
130 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.