Position in CUBE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,891
+$3,499 QoQ
Shares Held
123
+223.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#469
of 507 holders
Holding Since
Sep 2025
3 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, 2026JPL Wealth Management, LLC holds $1,555,288 across 10 REIT - Industrial names. CUBE ranks #5 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
|
4,704 | $1,497,330 | |
| 2 | PLD |
Prologis, Inc.
|
195 | $26,415 | |
| 3 | FR |
First Industrial Realty Trust Inc
|
141 | $8,644 | |
| 4 | EXR |
Extra Space Storage Inc.
|
59 | $8,572 | |
| 5 | CUBE |
CubeSmart
This page
|
123 | $4,891 | |
| 6 | STAG |
STAG Industrial, Inc.
|
100 | $3,806 | |
| 7 | IIPR |
Innovative Industrial Properties Inc
|
38 | $2,355 | |
| 8 | LINE |
Lineage, Inc.
|
45 | $1,946 |
All Filings in CUBE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,891 | 123 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,392 | 38 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $2,317 | 57 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||