CubeSmart
US ˙ NYSE ˙ US2296631094

SecurityCUBE / CubeSmart
InstitutionArkadios Wealth Advisors
Latest Disclosed Ownership12,928 shares
Latest Disclosed Value $ 473,783
Arkadios Wealth Advisors reports 0.25% decrease in ownership of CUBE / CubeSmart

On May 18, 2026 - Arkadios Wealth Advisors filed a 13F-HR form disclosing ownership of 12,928 shares of CubeSmart (US:CUBE) valued at $473,811 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 12,960 shares of CubeSmart. This represents a change in shares of -0.25% during the quarter. The current value of the position is $521,128 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-18 2026-03-31 13F CUBESMART COM REIT 229663109 12,928 -32 -0.25 474 1.28 0.0050
2026-02-13 2025-12-31 13F CUBESMART COM REIT 229663109 12,960 -165 -1.26 467 -12.38 0.0091
2025-10-29 2025-09-30 13F CUBESMART COM REIT 229663109 13,125 2,030 18.30 534 13.16 0.0128
2025-08-04 2025-06-30 13F CUBESMART COM REIT 229663109 11,095 1,217 12.32 472 11.88 0.0139
2025-05-08 2025-03-31 13F CUBESMART COM REIT 229663109 9,878 2,165 28.07 422 27.58 0.0159
2025-01-15 2024-12-31 13F CUBESMART COM REIT 229663109 7,713 1,415 22.47 331 -2.65 0.0180
2024-10-24 2024-09-30 13F CUBESMART COM REIT 229663109 6,298 6,298 339 0.0192
2022-05-02 2022-03-31 13F CUBESMART COM REIT 229663109 0 -6,484 -100.00 0 0.0000
2022-02-03 2021-12-31 13F CUBESMART COM REIT 229663109 6,484 1,353 26.37 0 0.0489
2021-10-19 2021-09-30 13F CUBESMART COM REIT 229663109 5,131 1,502 41.39 0 0.0358
2021-07-28 2021-06-30 13F CUBESMART COM REIT 229663109 3,629 843 30.26 0 0.0205
2021-04-26 2021-03-31 13F CUBESMART COM REIT 229663109 2,786 327 13.30 0 0.0173
2021-02-09 2020-12-31 13F CUBESMART COM REIT 229663109 2,459 -660 -21.16 0 -100.00 0.0172
2020-11-10 2020-09-30 13F CUBESMART COM Real Estate Investment Trust 229663109 3,119 231 8.00 107 32.50 0.0536
2020-08-10 2020-06-30 13F CUBESMART COM Real Estate Investment Trust 229663109 2,888 629 27.84 80 33.33 0.0445
2020-05-14 2020-03-31 13F CUBESMART COM Real Estate Investment Trust 229663109 2,259 0 0.00 61 -17.81 0.0386
2020-02-14 2019-12-31 13F CUBESMART COM Real Estate Investment Trust 229663109 2,259 2,259 73 0.0440
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.