Position in CUBE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$436,873
+$361,155 QoQ
Shares Held
10,985
+431.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#325
of 507 holders
Holding Since
Mar 2020
24 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, 2026Steward Partners Investment Advisory, LLC holds $14,085,614 across 15 REIT - Industrial names. CUBE ranks #5 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
51,771 | $7,013,417 | |
| 2 | PSA |
Public Storage
|
8,960 | $2,852,057 | |
| 3 | LXP |
LXP Industrial Trust
|
30,301 | $1,632,617 | |
| 4 | EXR |
Extra Space Storage Inc.
|
10,316 | $1,498,914 | |
| 5 | CUBE |
CubeSmart
This page
|
10,985 | $436,873 | |
| 6 | COLD |
Americold Realty Trust
|
14,886 | $234,007 | |
| 7 | STAG |
STAG Industrial, Inc.
|
5,081 | $193,382 | |
| 8 | FR |
First Industrial Realty Trust Inc
|
1,927 | $118,144 |
All Filings in CUBE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $436,873 | 10,985 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $75,718 | 2,066 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $43,548 | 1,208 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $24,396 | 600 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $30,132 | 709 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $32,203 | 754 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $31,494 | 735 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $57,113 | 1,061 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $47,292 | 1,047 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $48,204 | 1,066 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $57,844 | 1,248 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $121,253 | 3,180 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $302,348 | 6,770 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $316,514 | 6,848 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $132,945 | 3,303 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,857,840 | 71,339 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,894,493 | 67,755 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $6,243 | 120 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $6,829 | 120 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $5,814 | 120 | Shares | Sole | 2021-11-12 | |
| 2020-12-31 | $141,968 | 4,224 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $369,012 | 11,421 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $461,663 | 17,105 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $278,964 | 10,413 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||