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Cooper Financial Group

Position in CUBE — CubeSmart

CIK 1751581 IRVINE, CA

Position in CUBE

as of Mar 31, 2026 · filed Apr 7, 2026
Position Value
$549,310
+$10,832 QoQ
Shares Held
14,988
+0.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2021
17 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, 2026

Cooper Financial Group holds $692,251 across 1 REIT - Industrial name.

# Ticker Company Shares Value (USD) Open

All Filings in CUBE

Export CSV
17 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $549,310 14,988
2025-12-31 $538,478 14,937
2025-09-30 $598,433 14,718
2025-06-30 $516,120 12,144
2025-03-31 $568,299 13,306
2024-12-31 $539,695 12,595
2024-09-30 $682,456 12,678
2024-06-30 $555,545 12,299
2024-03-31 $507,594 11,225
2023-12-31 $479,212 10,339
2023-09-30 $351,596 9,221
2023-06-30 $399,126 8,937
2023-03-31 $362,965 7,853
2022-12-31 $268,870 6,680
2022-09-30 $203,865 5,089
2021-12-31 $203,453 3,575
2021-09-30 $253,393 5,230