Gradient Investments’s CubeSmart CUBE Stock Holding History

Gradient Investments’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	$3M	Buy	75,384 +9,343	+14%	+$372K	0.04%	230
2026 Q1	$2.42M	Buy	+66,041	New	+$2.53M	0.04%	237
2024 Q2	–	Sell	-20	Closed	-$904	–	1403
2024 Q1	$904	Hold	20	–	–	﹤0.01%	926
2023 Q4	$927	Hold	20	–	–	﹤0.01%	1446
2023 Q3	$763	Buy	+20	New	+$844	﹤0.01%	1455

Other funds holding CUBE

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return

Miller Global Investments Dallas, Texas $121M AUM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return