Position in CUBE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$133,325,740
+$10,367,887 QoQ
Shares Held
3,352,420
-0.1% QoQ
Ownership
1.48%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#14
of 507 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 7%
None 1%
Common Shares in CUBE Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $3,666,631,449 across 16 REIT - Industrial names. CUBE ranks #5 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
11,540,071 | $1,563,333,416 | |
| 2 | PSA |
Public Storage
|
2,281,126 | $726,105,215 | |
| 3 | EXR |
Extra Space Storage Inc.
|
3,237,600 | $470,423,278 | |
| 4 | EGP |
Eastgroup Properties Inc
|
801,279 | $162,283,034 | |
| 5 | CUBE |
CubeSmart
This page
|
3,352,420 | $133,325,740 | |
| 6 | FR |
First Industrial Realty Trust Inc
|
2,010,476 | $123,262,281 | |
| 7 | STAG |
STAG Industrial, Inc.
|
2,979,868 | $113,413,774 | |
| 8 | REXR |
Rexford Industrial Realty, Inc.
|
3,307,189 | $110,790,830 |
All Filings in CUBE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $133,325,740 | 3,352,420 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $122,957,853 | 3,354,921 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $119,204,839 | 3,306,653 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $133,562,405 | 3,284,860 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $141,204,973 | 3,322,470 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $141,325,208 | 3,308,949 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $142,981,791 | 3,336,798 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $180,574,025 | 3,354,524 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $152,652,735 | 3,379,516 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $145,152,399 | 3,209,916 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $149,720,462 | 3,230,215 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $122,325,232 | 3,208,110 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $142,840,676 | 3,198,403 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $144,841,738 | 3,133,746 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $122,690,047 | 3,048,200 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $123,053,181 | 3,071,722 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $129,423,571 | 3,029,578 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $156,187,764 | 3,001,879 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $165,107,633 | 2,901,206 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $141,810,097 | 2,926,937 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $134,646,542 | 2,906,877 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $109,249,937 | 2,887,918 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $97,898,401 | 2,912,776 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $95,947,937 | 2,969,605 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $79,685,950 | 2,952,425 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $78,072,114 | 2,914,226 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||