Position in CUBE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$9,715,134
+$5,157,047 QoQ
Shares Held
244,283
+96.4% QoQ
Ownership
0.108%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#99
of 513 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in CUBE Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $59,037,368 across 15 REIT - Industrial names. CUBE ranks #3 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LINE |
Lineage, Inc.
|
288,021 | $12,456,908 | |
| 2 | PLD |
Prologis, Inc.
|
89,703 | $12,152,065 | |
| 3 | CUBE |
CubeSmart
This page
|
244,283 | $9,715,134 | |
| 4 | PSA |
Public Storage
|
28,352 | $9,024,725 | |
| 5 | FR |
First Industrial Realty Trust Inc
|
80,366 | $4,927,239 | |
| 6 | EXR |
Extra Space Storage Inc.
|
18,250 | $2,651,725 | |
| 7 | COLD |
Americold Realty Trust
|
133,094 | $2,092,237 | |
| 8 | EGP |
Eastgroup Properties Inc
|
8,487 | $1,718,872 |
All Filings in CUBE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,715,134 | 244,283 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,558,087 | 124,368 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $3,495,624 | 96,966 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $3,996,796 | 98,298 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $455,132 | 10,709 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $563,515 | 13,194 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $750,560 | 17,516 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $3,362,006 | 62,456 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $376,898 | 8,344 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $414,531 | 9,167 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $369,826 | 7,979 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $274,269 | 7,193 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||