Wiser Advisor Group LLC

Position in CUBE — CubeSmart

CIK 2011550 PHOENIX, AZ

Position in CUBE

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$28,316

+$2,588 QoQ

Shares Held

712

+1.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#437

of 513 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Wiser Advisor Group LLC holds $985,344 across 6 REIT - Industrial names. CUBE ranks #4 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLD	Prologis, Inc.	6,422	$869,988
2	TRNO	Terreno Realty Corp	457	$29,599
3	REXR	Rexford Industrial Realty, Inc.	849	$28,441
4	CUBE	CubeSmart This page	712	$28,316
5	EXR	Extra Space Storage Inc.	123	$17,871
6	COLD	Americold Realty Trust	708	$11,129

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,316	712	+1.4%	Shares	Sole	2026-08-17
2026-03-31	$25,728	702	+1.3%	Shares	Sole	2026-04-22
2025-12-31	$24,982	693	+1.3%	Shares	Sole	2026-02-09
2025-09-30	$27,811	684	+2.5%	Shares	Sole	2025-11-14
2025-03-31	$28,487	667	+1.2%	Shares	Sole	2025-05-14
2024-12-31	$28,238	659	+1.1%	Shares	Sole	2025-02-05
2024-09-30	$35,097	652	+0.9%	Shares	Sole	2024-11-13
2024-06-30	$29,179	646	+1.4%	Shares	Sole	2024-08-14
2024-03-31	$28,804	637	+1.0%	Shares	Sole	2024-05-16
2023-12-31	$29,246	631	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.