Position in CUBE
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$5,560,208
+$91,027 QoQ
Shares Held
151,711
0.0% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
8 quarters on record
Common Shares in CUBE Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Mar 31, 2026Kestra Advisory Services, LLC holds $28,497,226 across 8 REIT - Industrial names. CUBE ranks #3 (19.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
66,506 | $8,790,763 | |
| 2 | SMA |
SmartStop Self Storage REIT, Inc.
|
187,511 | $5,677,833 | |
| 3 | CUBE |
CubeSmart
This page
|
151,711 | $5,560,208 | |
| 4 | PSA |
Public Storage
|
18,109 | $4,905,365 | |
| 5 | EXR |
Extra Space Storage Inc.
|
12,758 | $1,672,956 | |
| 6 | STAG |
STAG Industrial, Inc.
|
29,987 | $1,081,331 | |
| 7 | COLD |
Americold Realty Trust
|
45,076 | $516,570 | |
| 8 | FR |
First Industrial Realty Trust Inc
|
5,051 | $292,200 |
All Filings in CUBE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,560,208 | 151,711 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,469,181 | 151,711 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $285,473 | 7,021 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $318,027 | 7,483 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $360,728 | 8,446 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $208,722 | 4,871 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $265,825 | 5,885 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $257,256 | 5,689 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||