WADDELL & ASSOCIATES, LLC

Position in CUBE — CubeSmart

CIK 1776757 MEMPHIS, TN

Position in CUBE

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$506,749

+$297,661 QoQ

Shares Held

12,742

+123.3% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#312

of 513 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

WADDELL & ASSOCIATES, LLC holds $2,411,337 across 5 REIT - Industrial names. CUBE ranks #2 (21.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSA	Public Storage	3,156	$1,004,586
2	CUBE	CubeSmart This page	12,742	$506,749
3	PLD	Prologis, Inc.	3,159	$427,949
4	LINE	Lineage, Inc.	6,177	$267,155
5	FR	First Industrial Realty Trust Inc	3,342	$204,898

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$506,749	12,742	+123.3%	Shares	Sole	2026-07-15
2026-03-31	$209,088	5,705	—	Shares	Sole	2026-05-11
No filing history on record for this holder in this stock.