Position in CUBE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,121,609
+$718,171 QoQ
Shares Held
53,347
+39.3% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#189
of 513 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in CUBE Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $374,872,200 across 13 REIT - Industrial names. CUBE ranks #10 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
2,102,309 | $284,799,797 | |
| 2 | PSA |
Public Storage
|
102,176 | $32,523,638 | |
| 3 | TRNO |
Terreno Realty Corp
|
328,519 | $21,278,173 | |
| 4 | COLD |
Americold Realty Trust
|
792,810 | $12,462,971 | |
| 5 | EXR |
Extra Space Storage Inc.
|
57,146 | $8,303,311 | |
| 6 | SMA |
SmartStop Self Storage REIT, Inc.
|
114,567 | $3,723,427 | |
| 7 | STAG |
STAG Industrial, Inc.
|
76,278 | $2,903,139 | |
| 8 | EGP |
Eastgroup Properties Inc
|
12,728 | $2,577,801 |
All Filings in CUBE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,121,609 | 53,347 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,403,438 | 38,293 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $371,314 | 10,300 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,112,529 | 51,956 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $2,428,407 | 57,139 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,212,572 | 98,632 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $4,084,161 | 95,313 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $6,326,530 | 117,528 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,724,446 | 82,454 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $4,542,799 | 100,460 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $4,549,854 | 98,163 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $3,228,390 | 84,668 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,413,228 | 76,427 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,044,632 | 44,237 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $583,182 | 14,489 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $642,721 | 16,044 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $668,738 | 15,654 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $742,155 | 14,264 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $698,057 | 12,266 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $963,815 | 19,893 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,263,377 | 27,275 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,038,243 | 27,445 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,003,794 | 29,866 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,099,475 | 34,029 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $918,873 | 34,045 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $866,226 | 32,334 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||