Position in CUBE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$290,002
+$195,445 QoQ
Shares Held
7,292
+182.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#361
of 507 holders
Holding Since
Mar 2020
25 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, 2026IFP Advisors, Inc holds $2,638,313 across 15 REIT - Industrial names. CUBE ranks #4 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
5,618 | $761,070 | |
| 2 | PSA |
Public Storage
|
1,722 | $548,129 | |
| 3 | EXR |
Extra Space Storage Inc.
|
2,429 | $352,933 | |
| 4 | CUBE |
CubeSmart
This page
|
7,292 | $290,002 | |
| 5 | STAG |
STAG Industrial, Inc.
|
6,525 | $248,341 | |
| 6 | NSA |
National Storage Affiliates Trust
|
3,313 | $147,329 | |
| 7 | LINE |
Lineage, Inc.
|
2,794 | $120,840 | |
| 8 | FR |
First Industrial Realty Trust Inc
|
1,281 | $78,538 |
All Filings in CUBE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,002 | 7,292 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $94,557 | 2,580 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $62,330 | 1,729 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $26,347 | 648 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $65,110 | 1,532 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $7,815 | 183 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $5,656 | 132 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,252 | 79 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $62,515 | 1,384 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $180,970 | 4,002 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $167,833 | 3,621 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $5,338 | 140 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $19,516 | 437 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,311 | 50 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $4 | 81 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $17,105 | 427 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $24,521 | 574 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $1,456 | 28 | Shares | Sole | 2022-08-08 | |
| 2021-09-30 | $872 | 18 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $833 | 18 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $680 | 18 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,655 | 79 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $3,586 | 111 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $2,995 | 111 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,089 | 78 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||