GI
CUBE icon

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
Q3 		$2.82M Sell
75,139
-245
-0.3% -$9.9K 0.04% 233
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 – 1402
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

VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Gradient Investments's CUBE Position: Q3 2026 in Review

Gradient Investments reduced its CubeSmart (CUBE) stake by 0.33% in Q3 2026, selling an estimated $9.9K and leaving 75,139 shares worth $2.82M. The position accounts for 0.04% of the portfolio, ranked #233.

Gradient Investments first reported a position in CUBE in Q3 2023 and has held it in 6 quarters since. The position peaked at $3M in Q2 2026. 20 funds tracked by Wall St. Rank hold CUBE as of Q3 2026.

  • Gradient Investments held 75,139 shares of CubeSmart worth $2.82M as of Q3 2026.
  • Gradient Investments sold 245 CubeSmart shares in Q3 2026, an estimated $9.9K.
  • CubeSmart made up 0.04% of Gradient Investments's portfolio in Q3 2026, its #233 holding.
  • Gradient Investments first reported a position in CubeSmart in Q3 2023 and has held it in 6 quarters since.
  • Gradient Investments's CubeSmart position peaked at $3M in Q2 2026.
  • 20 funds tracked by Wall St. Rank held CubeSmart as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.