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LEVEL FOUR ADVISORY SERVICES, LLC

Position in CUBE — CubeSmart

CIK 1696715 DALLAS, TX

Position in CUBE

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$400,682
-$114,067 QoQ
Shares Held
10,075
-28.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#334
of 513 holders
Holding Since
Dec 2023
6 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in CUBE Over Time

Shares Held

Position Value (USD)

Position in REIT - Industrial

Real Estate · as of Jun 30, 2026

LEVEL FOUR ADVISORY SERVICES, LLC holds $8,489,942 across 4 REIT - Industrial names. CUBE ranks #2 (4.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 CUBE
CubeSmart
This page
10,075 $400,682

All Filings in CUBE

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6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $400,682 10,075
2026-03-31 $514,749 14,045
2025-12-31 $578,710 16,053
2025-09-30 $692,073 17,021
2024-03-31 $248,890 5,504
2023-12-31 $255,110 5,504