Position in CUBE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,327,890
-$619,786 QoQ
Shares Held
108,823
-19.4% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#146
of 518 holders
Holding Since
Mar 2020
26 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, 2026LPL Financial LLC holds $298,743,779 across 16 REIT - Industrial names. CUBE ranks #8 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
1,389,059 | $188,175,822 | |
| 2 | PSA |
Public Storage
|
154,213 | $49,087,540 | |
| 3 | EXR |
Extra Space Storage Inc.
|
114,865 | $16,689,884 | |
| 4 | SMA |
SmartStop Self Storage REIT, Inc.
|
389,780 | $12,667,850 | |
| 5 | STAG |
STAG Industrial, Inc.
|
162,732 | $6,193,579 | |
| 6 | ILPT |
Industrial Logistics Properties Trust
|
594,902 | $5,276,780 | |
| 7 | EGP |
Eastgroup Properties Inc
|
25,034 | $5,070,136 | |
| 8 | CUBE |
CubeSmart
This page
|
108,823 | $4,327,890 |
All Filings in CUBE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,327,890 | 108,823 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,947,676 | 134,998 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,871,950 | 107,405 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,452,026 | 109,494 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,880,955 | 114,846 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,405,890 | 126,572 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $4,653,938 | 108,610 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $4,903,482 | 91,092 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $4,002,875 | 88,618 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,868,390 | 85,546 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,073,006 | 87,875 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,161,320 | 82,909 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,637,333 | 81,445 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,676,015 | 79,533 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,353,285 | 33,622 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,367,608 | 34,139 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,400,062 | 32,773 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,723,805 | 33,131 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,555,600 | 44,906 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,129,377 | 43,950 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,241,700 | 26,807 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $859,270 | 22,714 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $750,679 | 22,335 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $755,246 | 23,375 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $621,498 | 23,027 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $416,986 | 15,565 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||