Corient Private Wealth LLC

Position in CUBE — CubeSmart

CIK 1948780 MIAMI, FL

Position in CUBE

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$6,479,526

+$4,847,649 QoQ

Shares Held

162,925

+265.9% QoQ

Ownership

0.072%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#121

of 513 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 15% Shared 1% None 84%

Real Estate · as of Jun 30, 2026

Corient Private Wealth LLC holds $99,524,785 across 16 REIT - Industrial names. CUBE ranks #5 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLD	Prologis, Inc.	200,289	$27,133,150
2	PSA	Public Storage	64,596	$20,561,552
3	EGP	Eastgroup Properties Inc	99,528	$20,157,405
4	FR	First Industrial Realty Trust Inc	176,907	$10,846,168
5	CUBE	CubeSmart This page	162,925	$6,479,526
6	LINE	Lineage, Inc.	102,498	$4,433,038
7	EXR	Extra Space Storage Inc.	24,232	$3,520,908
8	STAG	STAG Industrial, Inc.	46,339	$1,763,662

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,479,526	162,925	+265.9%	Shares	Defined	2026-08-12
2026-03-31	$1,631,877	44,526	-69.9%	Shares	Sole	2026-05-15
2025-12-31	$5,324,909	147,709	-4.4%	Shares	Sole	2026-03-09
2025-09-30	$6,280,872	154,473	-3.2%	Shares	Defined	2025-11-14
2025-06-30	$6,783,382	159,609	-0.1%	Shares	Sole	2025-09-26
2025-03-31	$6,821,427	159,715	-10.2%	Shares	Sole	2025-05-14
2024-12-31	$7,622,072	177,878	-1.3%	Shares	Sole	2025-02-10
2024-09-30	$9,705,549	180,300	+6.1%	Shares	Sole	2024-11-12
2024-06-30	$7,679,442	170,012	-3.1%	Shares	Sole	2024-08-13
2024-03-31	$7,933,306	175,438	-3.1%	Shares	Sole	2024-05-09
2023-12-31	$8,388,191	180,975	+1211.2%	Shares	Sole	2024-02-09
2023-09-30	$526,270	13,802	+1.6%	Shares	Sole	2023-11-03
2023-06-30	$606,706	13,585	+0.1%	Shares	Sole	2023-08-10
2023-03-31	$627,436	13,575	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.