Arkadios Wealth Advisors

Position in CUBE — CubeSmart

CIK 1800798 ATLANTA, GA

Position in CUBE

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$242,238

-$231,572 QoQ

Shares Held

6,091

-52.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#384

of 513 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Arkadios Wealth Advisors holds $7,348,787 across 7 REIT - Industrial names. CUBE ranks #5 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLD	Prologis, Inc.	26,717	$3,619,351
2	EXR	Extra Space Storage Inc.	14,056	$2,042,336
3	SMA	SmartStop Self Storage REIT, Inc.	29,149	$947,342
4	PSA	Public Storage	1,065	$339,000
5	CUBE	CubeSmart This page	6,091	$242,238
6	COLD	Americold Realty Trust	10,084	$158,520
7	NSA	National Storage Affiliates Trust	7,468	$0

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$242,238	6,091	-52.9%	Shares	Sole	2026-08-10
2026-03-31	$473,810	12,928	-0.2%	Shares	Sole	2026-05-18
2025-12-31	$467,207	12,960	-1.3%	Shares	Sole	2026-02-13
2025-09-30	$533,662	13,125	+18.3%	Shares	Sole	2025-10-29
2025-06-30	$471,537	11,095	+12.3%	Shares	Sole	2025-08-04
2025-03-31	$421,889	9,878	+28.1%	Shares	Sole	2025-05-08
2024-12-31	$330,502	7,713	+22.5%	Shares	Sole	2025-01-15
2024-09-30	$339,021	6,298	-2.9%	Shares	Sole	2024-10-24
2021-12-31	$369,004	6,484	+26.4%	Shares	Sole	2022-02-03
2021-09-30	$248,596	5,131	+41.4%	Shares	Sole	2021-10-19
2021-06-30	$168,095	3,629	+30.3%	Shares	Sole	2021-07-28
2021-03-31	$105,394	2,786	+13.3%	Shares	Sole	2021-04-26
2020-12-31	$82,646	2,459	-21.2%	Shares	Sole	2021-02-09
2020-09-30	$100,774	3,119	+8.0%	Shares	Sole	2020-11-10
2020-06-30	$77,947	2,888	+27.8%	Shares	Sole	2020-08-10
2020-03-31	$60,518	2,259	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.