Cassaday & Co Wealth Management LLC

Position in CUBE — CubeSmart

CIK 1963612 MCLEAN, VA

Position in CUBE

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$39

+$3 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#512

of 513 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Cassaday & Co Wealth Management LLC holds $159,256 across 6 REIT - Industrial names. CUBE ranks #6 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSA	Public Storage	279	$88,808
2	REXR	Rexford Industrial Realty, Inc.	1,000	$33,500
3	EXR	Extra Space Storage Inc.	228	$33,128
4	PLD	Prologis, Inc.	26	$3,522
5	LINE	Lineage, Inc.	6	$259
6	CUBE	CubeSmart This page	1	$39

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$39	1	0.0%	Shares	Sole	2026-08-10
2026-03-31	$36	1	—	Shares	Sole	2026-05-07
No filing history on record for this holder in this stock.