EP Wealth Advisors, LLC

Position in CUBE — CubeSmart

CIK 1540569 TORRANCE, CA

Position in CUBE

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$707,985

+$251,143 QoQ

Shares Held

17,802

+42.8% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#280

of 513 holders

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Real Estate · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $64,880,533 across 5 REIT - Industrial names. CUBE ranks #5 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLD	Prologis, Inc.	448,244	$60,723,614
2	EGP	Eastgroup Properties Inc	6,165	$1,248,597
3	PSA	Public Storage	3,820	$1,215,944
4	FR	First Industrial Realty Trust Inc	16,056	$984,393
5	CUBE	CubeSmart This page	17,802	$707,985

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$707,985	17,802	+42.8%	Shares	Sole	2026-08-12
2026-03-31	$456,842	12,465	+16.2%	Shares	Sole	2026-05-14
2025-12-31	$386,708	10,727	+20.6%	Shares	Sole	2026-02-18
2025-06-30	$377,910	8,892	-2.3%	Shares	Sole	2025-08-14
2025-03-31	$388,789	9,103	-0.3%	Shares	Sole	2025-05-15
2024-12-31	$391,091	9,127	+4.4%	Shares	Sole	2025-02-14
2024-09-30	$470,474	8,740	—	Shares	Sole	2024-11-15
No filing history on record for this holder in this stock.