Position in CUBE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,386
+$664 QoQ
Shares Held
60
+27.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#480
of 507 holders
Holding Since
Dec 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, 2026Rialto Wealth Management, LLC holds $56,078 across 12 REIT - Industrial names. CUBE ranks #5 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
|
96 | $30,557 | |
| 2 | PLD |
Prologis, Inc.
|
67 | $9,076 | |
| 3 | EGP |
Eastgroup Properties Inc
|
19 | $3,848 | |
| 4 | FR |
First Industrial Realty Trust Inc
|
39 | $2,391 | |
| 5 | CUBE |
CubeSmart
This page
|
60 | $2,386 | |
| 6 | TRNO |
Terreno Realty Corp
|
25 | $1,619 | |
| 7 | COLD |
Americold Realty Trust
|
102 | $1,603 | |
| 8 | EXR |
Extra Space Storage Inc.
|
11 | $1,598 |
All Filings in CUBE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,386 | 60 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,722 | 47 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,271 | 63 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||