Position in CUBE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,034
+$45 QoQ
Shares Held
26
-3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#495
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, 2026Keating Financial Advisory Services, Inc. holds $267,847 across 15 REIT - Industrial names. CUBE ranks #10 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
|
317 | $100,904 | |
| 2 | PLD |
Prologis, Inc.
|
737 | $99,841 | |
| 3 | EGP |
Eastgroup Properties Inc
|
106 | $21,468 | |
| 4 | TRNO |
Terreno Realty Corp
|
301 | $19,495 | |
| 5 | EXR |
Extra Space Storage Inc.
|
79 | $11,478 | |
| 6 | LXP |
LXP Industrial Trust
|
120 | $6,465 | |
| 7 | FR |
First Industrial Realty Trust Inc
|
40 | $2,452 | |
| 8 | REXR |
Rexford Industrial Realty, Inc.
|
69 | $2,311 |
All Filings in CUBE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,034 | 26 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $989 | 27 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||