Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in CUBE — CubeSmart
CIK 1510434
Seattle, WA
Position in CUBE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$391,575
+$114,941 QoQ
Shares Held
9,846
+30.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#336
of 513 holders
Holding Since
Mar 2026
2 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, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $5,410,227 across 7 REIT - Industrial names. CUBE ranks #6 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
12,351 | $1,673,189 | |
| 2 | EGP |
Eastgroup Properties Inc
|
5,541 | $1,122,218 | |
| 3 | FR |
First Industrial Realty Trust Inc
|
14,112 | $865,205 | |
| 4 | PSA |
Public Storage
|
2,163 | $688,504 | |
| 5 | EXR |
Extra Space Storage Inc.
|
2,760 | $401,027 | |
| 6 | CUBE |
CubeSmart
This page
|
9,846 | $391,575 | |
| 7 | NSA |
National Storage Affiliates Trust
|
6,038 | $268,509 |
All Filings in CUBE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $391,575 | 9,846 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $276,634 | 7,548 | Shares | Other | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||