Position in CUBE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$106,861
+$84,285 QoQ
Shares Held
2,687
+336.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#421
of 513 holders
Holding Since
Mar 2025
6 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, 2026True Wealth Design, LLC holds $428,829 across 12 REIT - Industrial names. CUBE ranks #2 (24.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FR |
First Industrial Realty Trust Inc
|
1,754 | $107,537 | |
| 2 | CUBE |
CubeSmart
This page
|
2,687 | $106,861 | |
| 3 | LINE |
Lineage, Inc.
|
1,328 | $57,436 | |
| 4 | EGP |
Eastgroup Properties Inc
|
216 | $43,746 | |
| 5 | EXR |
Extra Space Storage Inc.
|
230 | $33,419 | |
| 6 | PLD |
Prologis, Inc.
|
182 | $24,655 | |
| 7 | COLD |
Americold Realty Trust
|
1,490 | $23,422 | |
| 8 | PSA |
Public Storage
|
45 | $14,323 |
All Filings in CUBE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $106,861 | 2,687 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $22,576 | 616 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,982 | 55 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $32,731 | 805 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $29,495 | 694 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $7,260 | 170 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||