Position in CUBE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$517,765
+$368,380 QoQ
Shares Held
13,019
+219.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#307
of 507 holders
Holding Since
Dec 2021
19 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, 2026Allworth Financial LP holds $38,231,175 across 17 REIT - Industrial names. CUBE ranks #5 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
230,599 | $31,239,246 | |
| 2 | PSA |
Public Storage
|
9,406 | $2,994,023 | |
| 3 | EGP |
Eastgroup Properties Inc
|
6,912 | $1,399,887 | |
| 4 | TRNO |
Terreno Realty Corp
|
10,176 | $659,099 | |
| 5 | CUBE |
CubeSmart
This page
|
13,019 | $517,765 | |
| 6 | EXR |
Extra Space Storage Inc.
|
2,710 | $393,763 | |
| 7 | LINE |
Lineage, Inc.
|
7,290 | $315,292 | |
| 8 | IIPR |
Innovative Industrial Properties Inc
|
3,867 | $239,676 |
All Filings in CUBE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $517,765 | 13,019 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $149,385 | 4,076 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $39,402 | 1,093 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $43,140 | 1,061 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $42,330 | 996 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $39,976 | 936 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $18,639 | 435 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $23,039 | 428 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $21,862 | 484 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $20,710 | 458 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $21,228 | 458 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $29,512 | 774 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $33,673 | 754 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $35,589 | 770 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $28,778 | 715 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $17,826 | 445 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $25,332 | 593 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $20,812 | 400 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $23,162 | 407 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||