Level Four Advisory Services’s CubeSmart CUBE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$401K Sell
10,075
-3,970
-28% -$158K 0.01% 676
2026
Q1
$515K Sell
14,045
-2,008
-13% -$77K 0.02% 580
2025
Q4
$579K Sell
16,053
-968
-6% -$36.8K 0.02% 535
2025
Q3
$692K Buy
+17,021
New +$694K 0.02% 481
2024
Q2
Sell
-5,504
Closed -$255K 771
2024
Q1
$255K Hold
5,504
0.01% 656
2023
Q4
$255K Buy
+5,504
New +$216K 0.01% 654

Other funds holding CUBE

Level Four Advisory Services's CUBE Position: Q2 2026 in Review

Level Four Advisory Services reduced its CubeSmart (CUBE) stake by 28% in Q2 2026, selling an estimated $158K and leaving 10,075 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #676.

Level Four Advisory Services first reported a position in CUBE in Q4 2023 and has held it in 6 quarters since. The position peaked at $692K in Q3 2025. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • Level Four Advisory Services held 10,075 shares of CubeSmart worth $401K as of Q2 2026.
  • Level Four Advisory Services sold 3,970 CubeSmart shares in Q2 2026, an estimated $158K.
  • CubeSmart made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #676 holding.
  • Level Four Advisory Services first reported a position in CubeSmart in Q4 2023 and has held it in 6 quarters since.
  • Level Four Advisory Services's CubeSmart position peaked at $692K in Q3 2025.
  • 519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.