Position in CUBE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$226,497
New position
Shares Held
6,180
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Industrial
Real Estate · as of Mar 31, 2026Brown Financial Advisors holds $1,276,454 across 2 REIT - Industrial names. CUBE ranks #2 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXR |
Extra Space Storage Inc.
|
8,007 | $1,049,957 | |
| 2 | CUBE |
CubeSmart
This page
|
6,180 | $226,497 |
All Filings in CUBE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $226,497 | 6,180 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||