Position in CUBE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,815,653
+$2,800,339 QoQ
Shares Held
95,943
+246.3% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#153
of 517 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in CUBE Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Focus Partners Wealth holds $73,618,837 across 8 REIT - Industrial names. CUBE ranks #6 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXR |
Extra Space Storage Inc.
|
227,570 | $33,065,921 | |
| 2 | PLD |
Prologis, Inc.
|
125,141 | $16,952,851 | |
| 3 | FR |
First Industrial Realty Trust Inc
|
133,316 | $8,173,603 | |
| 4 | PSA |
Public Storage
|
17,631 | $5,612,123 | |
| 5 | EGP |
Eastgroup Properties Inc
|
21,975 | $4,450,596 | |
| 6 | CUBE |
CubeSmart
This page
|
95,943 | $3,815,653 | |
| 7 | LINE |
Lineage, Inc.
|
35,794 | $1,548,090 | |
| 8 | 17,862 | $0 |
All Filings in CUBE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,815,653 | 95,943 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,015,314 | 27,703 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $200,041 | 5,549 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $84,938 | 2,089 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||