Position in CUBE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$259,181
+$27,773 QoQ
Shares Held
6,517
+3.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#378
of 513 holders
Holding Since
Mar 2026
2 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, 2026Mattson Financial Services, LLC holds $2,240,201 across 2 REIT - Industrial names. CUBE ranks #2 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXR |
Extra Space Storage Inc.
|
13,634 | $1,981,020 | |
| 2 | CUBE |
CubeSmart
This page
|
6,517 | $259,181 |
All Filings in CUBE
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,181 | 6,517 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $231,408 | 6,314 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||