Position in CUBE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$229,830
+$14,035 QoQ
Shares Held
5,779
-1.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#393
of 513 holders
Holding Since
Dec 2020
21 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, 2026Kaizen Financial Strategies holds $827,219 across 2 REIT - Industrial names. CUBE ranks #2 (27.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STAG |
STAG Industrial, Inc.
|
15,696 | $597,389 | |
| 2 | CUBE |
CubeSmart
This page
|
5,779 | $229,830 |
All Filings in CUBE
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,830 | 5,779 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $215,795 | 5,888 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $221,130 | 6,134 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $249,408 | 6,134 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $206,805 | 4,866 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $200,352 | 4,691 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $204,908 | 4,782 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $278,893 | 5,181 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $234,025 | 5,181 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $229,310 | 5,071 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $233,974 | 5,048 | Shares | Sole | 2024-01-18 | |
| 2023-06-30 | $221,156 | 4,952 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $226,524 | 4,901 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $195,051 | 4,846 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $237,635 | 5,932 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $250,809 | 5,871 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $303,074 | 5,825 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $458,580 | 8,058 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $422,726 | 8,725 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $329,385 | 8,707 | Shares | Sole | 2021-05-28 | |
| 2020-12-31 | $333,814 | 9,932 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||