Position in CUBE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,015,314
+$815,273 QoQ
Shares Held
27,703
+399.2% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 29.542993285683345.ToString("F0")%
Shared 0.ToString("F0")%
None 70.45700671431666.ToString("F0")%
Common Shares in CUBE Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Mar 31, 2026Focus Partners Wealth holds $62,298,746 across 9 REIT - Industrial names. CUBE ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXR |
Extra Space Storage Inc.
|
219,931 | $28,839,552 | |
| 2 | PLD |
Prologis, Inc.
|
127,250 | $16,819,905 | |
| 3 | FR |
First Industrial Realty Trust Inc
|
133,816 | $7,741,255 | |
| 4 | PSA |
Public Storage
|
14,787 | $4,005,502 | |
| 5 | EGP |
Eastgroup Properties Inc
|
15,564 | $2,880,740 | |
| 6 | CUBE |
CubeSmart
This page
|
27,703 | $1,015,314 | |
| 7 | LINE |
Lineage, Inc.
|
15,652 | $512,759 | |
| 8 | STAG |
STAG Industrial, Inc.
|
8,392 | $302,615 |
All Filings in CUBE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||