Position in CUBE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,163,027
+$2,272,946 QoQ
Shares Held
79,533
+227.5% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#162
of 513 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in CUBE Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $44,154,227 across 13 REIT - Industrial names. CUBE ranks #5 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
94,053 | $12,741,359 | |
| 2 | PSA |
Public Storage
|
23,437 | $7,460,231 | |
| 3 | EXR |
Extra Space Storage Inc.
|
36,747 | $5,339,339 | |
| 4 | LXP |
LXP Industrial Trust
|
91,612 | $4,936,054 | |
| 5 | CUBE |
CubeSmart
This page
|
79,533 | $3,163,027 | |
| 6 | EGP |
Eastgroup Properties Inc
|
14,344 | $2,905,090 | |
| 7 | LINE |
Lineage, Inc.
|
40,326 | $1,744,099 | |
| 8 | FR |
First Industrial Realty Trust Inc
|
26,816 | $1,644,088 |
All Filings in CUBE
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,163,027 | 79,533 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $890,081 | 24,286 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $964,914 | 26,766 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $729,277 | 17,936 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $751,527 | 17,683 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $273,087 | 6,394 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $233,961 | 5,460 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $308,661 | 5,734 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $247,802 | 5,486 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $242,017 | 5,352 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $292,792 | 6,317 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $218,342 | 4,889 | Shares | Sole | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||