Position in CUBE
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$238,182
+$18,686 QoQ
Shares Held
5,989
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#387
of 513 holders
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CUBE Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Grey Fox Wealth Advisors, LLC holds $238,182 across 1 REIT - Industrial name. CUBE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CUBE |
CubeSmart
This page
|
5,989 | $238,182 |
All Filings in CUBE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,182 | 5,989 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $219,496 | 5,989 | Shares | Sole | 2026-04-21 | |
| 2025-06-30 | $254,532 | 5,989 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $227,430 | 5,325 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||