Position in CUBE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$320,784
-$16,945 QoQ
Shares Held
8,066
-12.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#353
of 513 holders
Holding Since
Jun 2022
8 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, 2026RFG Advisory, LLC holds $3,714,425 across 3 REIT - Industrial names. CUBE ranks #3 (8.6% of the industry book) .
All Filings in CUBE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,784 | 8,066 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $337,729 | 9,215 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $225,961 | 6,268 | Shares | Sole | 2026-02-03 | |
| 2023-06-30 | $253,311 | 5,672 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $421,064 | 9,110 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $358,708 | 8,912 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $350,525 | 8,750 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $352,140 | 8,243 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||