Position in CUBE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$355,861
+$150,841 QoQ
Shares Held
8,948
+60.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#341
of 513 holders
Holding Since
Mar 2025
4 quarters on record
Common Shares in CUBE Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Kestra Investment Management, LLC holds $910,223 across 4 REIT - Industrial names. CUBE ranks #1 (39.1% of the industry book) .
All Filings in CUBE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $355,861 | 8,948 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $205,020 | 5,594 | Shares | Sole | 2026-05-11 | |
| 2025-06-30 | $83,852 | 1,973 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $84,266 | 1,973 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||