Institute for Wealth Management, LLC.

Position in CUBE — CubeSmart

CIK 1533954 DENVER, CO

Position in CUBE

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,948

New position

Shares Held

49

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#489

of 513 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $306,692 across 6 REIT - Industrial names. CUBE ranks #6 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSA	Public Storage	527	$167,749
2	PLD	Prologis, Inc.	736	$99,705
3	LXP	LXP Industrial Trust	303	$16,325
4	EXR	Extra Space Storage Inc.	85	$12,350
5	IIPR	Innovative Industrial Properties Inc	139	$8,615
6	CUBE	CubeSmart This page	49	$1,948

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,948	49	—	Shares	Sole	2026-07-28
No filing history on record for this holder in this stock.