Position in CUBE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$6,204
+$84 QoQ
Shares Held
156
-6.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#470
of 513 holders
Holding Since
Dec 2024
6 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, 2026Physician Wealth Advisors, Inc. holds $2,100,813 across 11 REIT - Industrial names. CUBE ranks #5 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXR |
Extra Space Storage Inc.
|
10,927 | $1,587,693 | |
| 2 | PLD |
Prologis, Inc.
|
2,302 | $311,851 | |
| 3 | PSA |
Public Storage
|
532 | $169,340 | |
| 4 | STAG |
STAG Industrial, Inc.
|
195 | $7,421 | |
| 5 | CUBE |
CubeSmart
This page
|
156 | $6,204 | |
| 6 | EGP |
Eastgroup Properties Inc
|
27 | $5,468 | |
| 7 | COLD |
Americold Realty Trust
|
300 | $4,716 | |
| 8 | NSA |
National Storage Affiliates Trust
|
83 | $3,691 |
All Filings in CUBE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,204 | 156 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $6,120 | 167 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,369 | 38 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,602 | 64 | Shares | Sole | 2025-11-04 | |
| 2025-03-31 | $2,050 | 48 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,142 | 50 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||