Position in CUBE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$957,860
+$653,665 QoQ
Shares Held
24,085
+190.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#33
of 115 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in CUBE Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $13,527,329 across 9 REIT - Industrial names. CUBE ranks #3 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LXP |
LXP Industrial Trust
|
110,640 | $5,961,282 | |
| 2 | PLD |
Prologis, Inc.
|
22,724 | $3,078,419 | |
| 3 | CUBE |
CubeSmart
This page
|
24,085 | $957,860 | |
| 4 | PSA |
Public Storage
|
2,804 | $892,540 | |
| 5 | TRNO |
Terreno Realty Corp
|
9,507 | $615,768 | |
| 6 | FR |
First Industrial Realty Trust Inc
|
9,770 | $598,998 | |
| 7 | EGP |
Eastgroup Properties Inc
|
2,916 | $590,577 | |
| 8 | STAG |
STAG Industrial, Inc.
|
12,823 | $488,043 |
All Filings in CUBE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $957,860 | 24,085 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $304,195 | 8,300 | Shares | Other | 2026-05-14 | |
| 2025-09-30 | $344,756 | 8,479 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $202,427 | 4,763 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $228,712 | 5,355 | Shares | Other | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||