Position in CUBE
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$6,904,420
+$3,394,953 QoQ
Shares Held
188,388
+93.5% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.4453574537656327.ToString("F0")%
Shared 0.ToString("F0")%
None 99.55464254623436.ToString("F0")%
Common Shares in CUBE Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Mar 31, 2026Creative Planning holds $126,915,067 across 16 REIT - Industrial names. CUBE ranks #6 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
463,849 | $61,311,559 | |
| 2 | EGP |
Eastgroup Properties Inc
|
71,589 | $13,250,408 | |
| 3 | EXR |
Extra Space Storage Inc.
|
77,728 | $10,192,472 | |
| 4 | REXR |
Rexford Industrial Realty, Inc.
|
247,759 | $8,109,152 | |
| 5 | PSA |
Public Storage
|
26,146 | $7,082,428 | |
| 6 | CUBE |
CubeSmart
This page
|
188,388 | $6,904,420 | |
| 7 | STAG |
STAG Industrial, Inc.
|
166,240 | $5,994,614 | |
| 8 | FR |
First Industrial Realty Trust Inc
|
60,194 | $3,482,222 |
All Filings in CUBE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,904,420 | 188,388 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $3,509,467 | 97,350 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,404,022 | 59,125 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,496,552 | 35,213 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $892,211 | 20,890 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $852,971 | 19,906 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $986,972 | 18,335 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $723,984 | 16,028 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $664,191 | 14,688 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $667,902 | 14,410 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $590,595 | 15,489 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $795,348 | 17,809 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $886,915 | 19,189 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $634,098 | 15,754 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $542,532 | 13,543 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $547,414 | 12,814 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $607,710 | 11,680 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $664,139 | 11,670 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $554,800 | 11,451 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $539,164 | 11,640 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $910,341 | 24,064 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $791,683 | 23,555 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $364,553 | 11,283 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $292,949 | 10,854 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $262,461 | 9,797 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||