Position in CUBE
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,998,021
+$577,619 QoQ
Shares Held
75,384
+14.1% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#3
of 25 holders
Holding Since
Sep 2023
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CUBE Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Gradient Investments LLC holds $24,844,021 across 2 REIT - Industrial names. CUBE ranks #2 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXR |
Extra Space Storage Inc.
|
150,351 | $21,846,000 | |
| 2 | CUBE |
CubeSmart
This page
|
75,384 | $2,998,021 |
All Filings in CUBE
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,998,021 | 75,384 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $2,420,402 | 66,041 | Shares | Sole | 2026-04-13 | |
| 2024-03-31 | $904 | 20 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $927 | 20 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $762 | 20 | Shares | Sole | 2023-10-27 | |
| No filing history on record for this holder in this stock. | ||||||