Position in CUBE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$7,476
+$660 QoQ
Shares Held
188
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#466
of 513 holders
Holding Since
Mar 2022
18 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $3,775,850 across 9 REIT - Industrial names. CUBE ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
|
6,034 | $1,920,682 | |
| 2 | PLD |
Prologis, Inc.
|
11,507 | $1,558,853 | |
| 3 | LXP |
LXP Industrial Trust
|
1,798 | $96,876 | |
| 4 | EGP |
Eastgroup Properties Inc
|
475 | $96,201 | |
| 5 | EXR |
Extra Space Storage Inc.
|
444 | $64,513 | |
| 6 | SMA |
SmartStop Self Storage REIT, Inc.
|
840 | $27,300 | |
| 7 | CUBE |
CubeSmart
This page
|
188 | $7,476 | |
| 8 | REXR |
Rexford Industrial Realty, Inc.
|
105 | $3,517 |
All Filings in CUBE
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,476 | 188 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $6,816 | 186 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $6,633 | 184 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $7,644 | 188 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,905 | 186 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $7,687 | 180 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $5,227 | 122 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $7,051 | 131 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $5,826 | 129 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $6,330 | 140 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $6,489 | 140 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $5,261 | 138 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,118 | 137 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $6,239 | 135 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $5,393 | 134 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $5,287 | 132 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $5,596 | 131 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $6,763 | 130 | Shares | Sole | 2022-04-15 | |
| No filing history on record for this holder in this stock. | ||||||