Position in CUBE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,454
+$1,083 QoQ
Shares Held
112
+21.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#479
of 517 holders
Holding Since
Jun 2024
8 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, 2026Cornerstone Planning Group LLC holds $266,114 across 13 REIT - Industrial names. CUBE ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
1,194 | $161,751 | |
| 2 | PSA |
Public Storage
|
118 | $37,560 | |
| 3 | TRNO |
Terreno Realty Corp
|
382 | $24,742 | |
| 4 | EXR |
Extra Space Storage Inc.
|
107 | $15,547 | |
| 5 | FR |
First Industrial Realty Trust Inc
|
172 | $10,545 | |
| 6 | EGP |
Eastgroup Properties Inc
|
30 | $6,075 | |
| 7 | CUBE |
CubeSmart
This page
|
112 | $4,454 | |
| 8 | LXP |
LXP Industrial Trust
|
30 | $1,616 |
All Filings in CUBE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,454 | 112 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,371 | 92 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,703 | 75 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $3,090 | 76 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,102 | 73 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,075 | 72 | Shares | Sole | 2025-04-30 | |
| 2024-09-30 | $322 | 6 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $271 | 6 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||