Position in CUBE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$774,282
+$429,003 QoQ
Shares Held
19,469
+106.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#270
of 513 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CUBE Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026CAPITAL FINANCIAL GROUP INC\CO\ /ADV holds $1,759,769 across 2 REIT - Industrial names. CUBE ranks #2 (44.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
|
3,096 | $985,487 | |
| 2 | CUBE |
CubeSmart
This page
|
19,469 | $774,282 |
All Filings in CUBE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $774,282 | 19,469 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $345,279 | 9,421 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $370,233 | 10,270 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||