Level Four Advisory Services’s CubeSmart CUBE Stock Holding History

Level Four Advisory Services’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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Level Four Advisory Services's CUBE Position: Q1 2026 in Review

Level Four Advisory Services reduced its CubeSmart (CUBE) stake by 13% in Q1 2026, selling an estimated $77K and leaving 14,045 shares worth $515K. The position accounts for 0.02% of the portfolio, ranked #580.

Level Four Advisory Services first reported a position in CUBE in Q4 2023 and has held it in 5 quarters since. The position peaked at $692K in Q3 2025. 483 funds tracked by Wall St. Rank hold CUBE as of Q1 2026.

Level Four Advisory Services held 14,045 shares of CubeSmart worth $515K as of Q1 2026.
Level Four Advisory Services sold 2,008 CubeSmart shares in Q1 2026, an estimated $77K.
CubeSmart made up 0.02% of Level Four Advisory Services's portfolio in Q1 2026, its #580 holding.
Level Four Advisory Services first reported a position in CubeSmart in Q4 2023 and has held it in 5 quarters since.
Level Four Advisory Services's CubeSmart position peaked at $692K in Q3 2025.
483 funds tracked by Wall St. Rank held CubeSmart as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.