SUMMIT SECURITIES GROUP LLC

Broker-Dealer

Position in CUBE — CubeSmart

CIK 1531593 NEW YORK, NY

Back to CUBE Full portfolio

Position in CUBE

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$215,712

+$215,445 QoQ

Shares Held

5,424

+90300.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#403

of 513 holders

Holding Since

Jun 2021

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in CUBE Over Time

Shares Held

Position Value (USD)

Derivatives in CUBE

reported options exposure · as of Mar 31, 2022

CallValue

CallShares

PutValue

$46,827

PutShares

900

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in REIT - Industrial

Real Estate · as of Jun 30, 2026

SUMMIT SECURITIES GROUP LLC holds $520,025 across 8 REIT - Industrial names. CUBE ranks #1 (41.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CUBE	CubeSmart This page	5,424	$215,712
2	STAG	STAG Industrial, Inc.	3,570	$135,874
3	IIPR	Innovative Industrial Properties Inc	1,000	$61,980
4	LINE	Lineage, Inc.	1,239	$53,586
5	PLD	Prologis, Inc.	216	$29,261
6	PSA	Public Storage	37	$11,777
7	EXR	Extra Space Storage Inc.	49	$7,119
8	COLD	Americold Realty Trust	300	$4,716

All Filings in CUBE

Export CSV

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$215,712	5,424	+90300.0%	Shares	Sole	2026-08-03
2023-06-30	$267	6	+500.0%	Shares	Sole	2023-08-14
2023-03-31	$46	1	-100.0%	Shares	Sole	2023-05-12
2022-03-31	$135,278	2,600	-81.9%	Shares	Sole	2022-05-11
2022-03-31	$46,827	900	-89.4%	Put	Sole	2022-05-11
2021-12-31	$483,735	8,500	—	Put	Sole	2022-01-18
2021-12-31	$819,504	14,400	+23.1%	Shares	Sole	2022-01-18
2021-06-30	$541,944	11,700	—	Shares	Sole	2021-07-19
No filing history on record for this holder in this stock.