Position in CUBE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$275,204
+$183,548 QoQ
Shares Held
6,920
+176.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#368
of 507 holders
Holding Since
Dec 2021
13 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, 2026EverSource Wealth Advisors, LLC holds $2,696,071 across 17 REIT - Industrial names. CUBE ranks #3 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
6,803 | $921,598 | |
| 2 | EGP |
Eastgroup Properties Inc
|
1,931 | $391,083 | |
| 3 | CUBE |
CubeSmart
This page
|
6,920 | $275,204 | |
| 4 | FR |
First Industrial Realty Trust Inc
|
4,133 | $253,391 | |
| 5 | LINE |
Lineage, Inc.
|
4,462 | $192,979 | |
| 6 | PSA |
Public Storage
|
575 | $183,023 | |
| 7 | EXR |
Extra Space Storage Inc.
|
965 | $140,210 | |
| 8 | COLD |
Americold Realty Trust
|
6,423 | $100,965 |
All Filings in CUBE
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,204 | 6,920 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $91,656 | 2,501 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $16,797 | 466 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $18,336 | 451 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $19,252 | 453 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,116 | 73 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,926 | 115 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,852 | 53 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,851 | 41 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,311 | 29 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $1,344 | 29 | Shares | Sole | 2024-02-09 | |
| 2022-03-31 | $12,643 | 243 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $2,162 | 38 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||