Position in CUBE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$13,342,198
+$6,437,778 QoQ
Shares Held
335,484
+78.1% QoQ
Ownership
0.148%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#79
of 518 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CUBE Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Creative Planning holds $164,482,152 across 16 REIT - Industrial names. CUBE ranks #4 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
505,797 | $68,520,319 | |
| 2 | EGP |
Eastgroup Properties Inc
|
102,168 | $20,692,084 | |
| 3 | EXR |
Extra Space Storage Inc.
|
106,441 | $15,465,877 | |
| 4 | CUBE |
CubeSmart
This page
|
335,484 | $13,342,198 | |
| 5 | REXR |
Rexford Industrial Realty, Inc.
|
397,262 | $13,308,276 | |
| 6 | PSA |
Public Storage
|
30,471 | $9,699,223 | |
| 7 | FR |
First Industrial Realty Trust Inc
|
111,635 | $6,844,341 | |
| 8 | LINE |
Lineage, Inc.
|
121,162 | $5,240,256 |
All Filings in CUBE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,342,198 | 335,484 | Shares | Defined | 2026-08-13 | |
| 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. | ||||||