Spire Wealth Management

Position in CUBE — CubeSmart

CIK 1858740 MCLEAN, VA

Position in CUBE

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$11,931

+$936 QoQ

Shares Held

300

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#453

of 513 holders

Holding Since

Mar 2021

18 quarters on record

Real Estate · as of Jun 30, 2026

Spire Wealth Management holds $596,981 across 6 REIT - Industrial names. CUBE ranks #6 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLD	Prologis, Inc.	2,527	$342,332
2	PSA	Public Storage	290	$92,309
3	EXR	Extra Space Storage Inc.	497	$72,214
4	EGP	Eastgroup Properties Inc	219	$44,354
5	IIPR	Innovative Industrial Properties Inc	546	$33,841
6	CUBE	CubeSmart This page	300	$11,931

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,931	300	0.0%	Shares	Sole	2026-07-15
2026-03-31	$10,995	300	0.0%	Shares	Sole	2026-04-22
2025-12-31	$10,815	300	-2.6%	Shares	Sole	2026-01-14
2025-09-30	$12,523	308	+1.3%	Shares	Sole	2025-10-23
2025-06-30	$12,920	304	0.0%	Shares	Sole	2025-08-04
2025-03-31	$12,983	304	-1.9%	Shares	Sole	2025-04-23
2024-12-31	$13,283	310	0.0%	Shares	Sole	2025-01-24
2024-09-30	$16,687	310	-35.8%	Shares	Sole	2024-10-15
2024-06-30	$21,817	483	0.0%	Shares	Sole	2024-07-31
2024-03-31	$21,841	483	0.0%	Shares	Sole	2024-04-24
2023-12-31	$22,387	483	+163.9%	Shares	Sole	2024-02-06
2023-09-30	$6,977	183	0.0%	Shares	Sole	2023-11-08
2023-06-30	$8,172	183	-35.3%	Shares	Sole	2023-08-09
2023-03-31	$13,080	283	+371.7%	Shares	Sole	2023-05-09
2022-06-30	$2,563	60	-91.3%	Shares	Sole	2022-07-22
2021-12-31	$39,324	691	+146.8%	Shares	Sole	2022-01-14
2021-06-30	$12,969	280	-78.1%	Shares	Sole	2021-07-26
2021-03-31	$48,460	1,281	—	Shares	Sole	2021-05-21
No filing history on record for this holder in this stock.