Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
Position in CUBE — CubeSmart
CIK 1599852
FORT WORTH, TX
Position in CUBE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,307,041
+$102,539 QoQ
Shares Held
32,865
0.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#228
of 513 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CUBE Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. holds $2,548,488 across 2 REIT - Industrial names. CUBE ranks #1 (51.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CUBE |
CubeSmart
This page
|
32,865 | $1,307,041 | |
| 2 | PLD |
Prologis, Inc.
|
9,164 | $1,241,447 |
All Filings in CUBE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,307,041 | 32,865 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,204,502 | 32,865 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,184,783 | 32,865 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $895,129 | 22,015 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $935,637 | 22,015 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,395,122 | 32,665 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,399,695 | 32,665 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,758,356 | 32,665 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $678,227 | 15,015 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,477,111 | 32,665 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,504,057 | 32,450 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,231,599 | 32,300 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,446,984 | 32,400 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,499,839 | 32,450 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,374,537 | 34,150 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $658,586 | 16,440 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,448,848 | 33,915 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,758,093 | 33,790 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,922,988 | 33,790 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,637,125 | 33,790 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,565,152 | 33,790 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,278,275 | 33,790 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,135,681 | 33,790 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,094,178 | 33,865 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $921,708 | 34,150 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $874,693 | 32,650 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||