Position in CUBE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$460,735
+$101,137 QoQ
Shares Held
11,585
+16.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#321
of 513 holders
Holding Since
Sep 2023
9 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CUBE Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026IFG Advisory, LLC holds $1,642,916 across 7 REIT - Industrial names. CUBE ranks #1 (28.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CUBE |
CubeSmart
This page
|
11,585 | $460,735 | |
| 2 | STAG |
STAG Industrial, Inc.
|
11,981 | $455,996 | |
| 3 | PLD |
Prologis, Inc.
|
2,536 | $343,551 | |
| 4 | PSA |
Public Storage
|
974 | $310,033 | |
| 5 | COLD |
Americold Realty Trust
|
2,000 | $31,440 | |
| 6 | IIPR |
Innovative Industrial Properties Inc
|
500 | $30,990 | |
| 7 | EXR |
Extra Space Storage Inc.
|
70 | $10,171 |
All Filings in CUBE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $460,735 | 11,585 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $359,598 | 9,975 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $399,362 | 9,822 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $401,795 | 9,454 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $368,886 | 8,637 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $362,725 | 8,465 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $380,873 | 8,432 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $401,483 | 8,662 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $316,097 | 8,290 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||