Position in CUBE
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$501,628
-$129,643 QoQ
Shares Held
13,687
-21.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CUBE Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Envestnet Portfolio Solutions, Inc. holds $22,880,377 across 4 REIT - Industrial names.
All Filings in CUBE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $501,628 | 13,687 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $631,271 | 17,511 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $836,782 | 20,580 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $678,980 | 15,976 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $708,217 | 16,582 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $936,743 | 21,861 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,144,425 | 21,260 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $836,548 | 18,520 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $744,592 | 16,466 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $636,339 | 13,729 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $492,334 | 12,912 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||