Position in CUBE
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$217,939
New position
Shares Held
5,480
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#399
of 513 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 37%
Shared 0%
None 63%
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Soltis Investment Advisors LLC holds $733,537 across 2 REIT - Industrial names. CUBE ranks #2 (29.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
3,806 | $515,598 | |
| 2 | CUBE |
CubeSmart
This page
|
5,480 | $217,939 |
All Filings in CUBE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,939 | 5,480 | Shares | Sole | 2026-07-31 | |
| No filing history on record for this holder in this stock. | ||||||