Krilogy Financial
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Krilogy Financial’s CubeSmart CUBE Stock Holding History

Krilogy Financial’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 		$354K Sell
9,324
-5,927
-39% -$240K 0.01% 785
2026
Q2 		$607K Buy
+15,251
New +$607K 0.02% 567

Other funds holding CUBE

Valley Wealth Managers
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Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Econ Financial Services
Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Krilogy Financial's CUBE Position: Q3 2026 in Review

Krilogy Financial reduced its CubeSmart (CUBE) stake by 39% in Q3 2026, selling an estimated $240K and leaving 9,324 shares worth $354K. The position accounts for 0.01% of the portfolio, ranked #785.

Krilogy Financial first reported a position in CUBE in Q2 2026 and has held it in 2 quarters since. The position peaked at $607K in Q2 2026. 83 funds tracked by Wall St. Rank hold CUBE as of Q3 2026.

  • Krilogy Financial held 9,324 shares of CubeSmart worth $354K as of Q3 2026.
  • Krilogy Financial sold 5,927 CubeSmart shares in Q3 2026, an estimated $240K.
  • CubeSmart made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #785 holding.
  • Krilogy Financial first reported a position in CubeSmart in Q2 2026 and has held it in 2 quarters since.
  • Krilogy Financial's CubeSmart position peaked at $607K in Q2 2026.
  • 83 funds tracked by Wall St. Rank held CubeSmart as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.