Back to CUBE
Moran Wealth Management, LLC → CUBE
Moran Wealth Management, LLC CUBE Position History
CubeSmart • Real Estate
Quarters held
6
Latest value
$25K
Q3 2026
Peak value
$1.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.2M |
| Q1 2026 | $945K |
| Q2 2026 | $1M |
| Q2 2026 | $4K |
| Q3 2026 | $1M |
| Q3 2026 | $25K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $25K | 669 | — | — |
| Q3 2026 | $1M | 27.1K | — | — |
| Q2 2026 | $4K | 98 | — | — |
| Q2 2026 | $1M | 25.5K | — | — |
| Q1 2026 | $945K | 25.8K | — | — |
| Q4 2025 | $1.2M | 32.8K | — | — |
Other funds holding CUBE
$1.3B
$1.3B
$1.2B
$1.1B
$614.5M
$605.8M
$603.5M
$592.6M