Position in CUBE
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$60,289
+$51,623 QoQ
Shares Held
1,645
+921.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CUBE Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Ascentis Independent Advisors holds $2,846 across 1 REIT - Industrial name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IIPR |
Innovative Industrial Properties Inc
|
46 | $2,846 |
All Filings in CUBE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $60,289 | 1,645 | Shares | Sole | 2026-04-28 | |
| 2024-09-30 | $8,666 | 161 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||