Position in CUBE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,486,659
+$848,808 QoQ
Shares Held
62,526
+39.9% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#177
of 507 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CUBE Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026D.A. DAVIDSON & CO. holds $86,754,830 across 9 REIT - Industrial names. CUBE ranks #4 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
527,492 | $71,459,341 | |
| 2 | PSA |
Public Storage
|
14,437 | $4,595,441 | |
| 3 | COLD |
Americold Realty Trust
|
234,646 | $3,688,635 | |
| 4 | CUBE |
CubeSmart
This page
|
62,526 | $2,486,659 | |
| 5 | LXP |
LXP Industrial Trust
|
36,024 | $1,940,973 | |
| 6 | ILPT |
Industrial Logistics Properties Trust
|
136,600 | $1,211,642 | |
| 7 | EXR |
Extra Space Storage Inc.
|
5,223 | $758,901 | |
| 8 | EGP |
Eastgroup Properties Inc
|
1,536 | $311,086 |
All Filings in CUBE
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,486,659 | 62,526 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,637,851 | 44,689 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,049,018 | 29,099 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,241,390 | 30,531 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $569,287 | 13,395 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $511,238 | 11,970 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $576,246 | 13,448 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $677,235 | 12,581 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $497,773 | 11,020 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $535,811 | 11,849 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $517,126 | 11,157 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $522,533 | 13,704 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $644,801 | 14,438 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $509,159 | 11,016 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||