Position in CUBE
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$291,434
+$47,587 QoQ
Shares Held
7,328
+39.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#362
of 513 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CUBE Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $11,762,653 across 8 REIT - Industrial names. CUBE ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
49,776 | $6,743,154 | |
| 2 | PSA |
Public Storage
|
4,477 | $1,425,073 | |
| 3 | EXR |
Extra Space Storage Inc.
|
8,071 | $1,172,716 | |
| 4 | EGP |
Eastgroup Properties Inc
|
4,401 | $891,334 | |
| 5 | LINE |
Lineage, Inc.
|
17,449 | $754,669 | |
| 6 | CUBE |
CubeSmart
This page
|
7,328 | $291,434 | |
| 7 | FR |
First Industrial Realty Trust Inc
|
4,694 | $287,789 | |
| 8 | COLD |
Americold Realty Trust
|
12,499 | $196,484 |
All Filings in CUBE
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,434 | 7,328 | Shares | Defined | 2026-08-17 | |
| 2023-12-31 | $243,847 | 5,261 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $283,153 | 7,426 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $406,986 | 9,113 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $492,843 | 10,663 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $502,159 | 12,476 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $558,476 | 13,941 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $672,968 | 15,753 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $887,527 | 17,058 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,087,037 | 19,101 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $846,276 | 17,467 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $808,747 | 17,460 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $599,038 | 15,835 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $465,532 | 13,851 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $604,067 | 18,696 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $670,458 | 24,841 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $864,406 | 32,266 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||