Position in CUBE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,003,253
+$212,866 QoQ
Shares Held
50,371
+3.1% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#197
of 518 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 91%
Shared 3%
None 6%
Common Shares in CUBE Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Pathstone Holdings, LLC holds $41,832,044 across 10 REIT - Industrial names. CUBE ranks #7 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
109,452 | $14,827,461 | |
| 2 | EGP |
Eastgroup Properties Inc
|
65,378 | $13,241,005 | |
| 3 | STAG |
STAG Industrial, Inc.
|
79,111 | $3,010,963 | |
| 4 | PSA |
Public Storage
|
8,934 | $2,843,780 | |
| 5 | EXR |
Extra Space Storage Inc.
|
14,992 | $2,178,336 | |
| 6 | TRNO |
Terreno Realty Corp
|
33,440 | $2,165,907 | |
| 7 | CUBE |
CubeSmart
This page
|
50,371 | $2,003,253 | |
| 8 | FR |
First Industrial Realty Trust Inc
|
19,595 | $1,201,368 |
All Filings in CUBE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,003,253 | 50,371 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,790,387 | 48,851 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,788,835 | 49,621 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $2,351,854 | 57,842 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $2,699,812 | 63,525 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,092,117 | 72,398 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $3,034,807 | 70,824 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $3,944,607 | 73,279 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $3,261,409 | 72,203 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $3,273,067 | 72,381 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $707,625 | 15,267 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||