Clearstead Advisors, LLC

Position in CUBE — CubeSmart

CIK 842775 CLEVELAND, OH

Position in CUBE

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$62,955

+$60,940 QoQ

Shares Held

1,583

+2778.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#424

of 507 holders

Holding Since

Mar 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Clearstead Advisors, LLC holds $2,433,594 across 15 REIT - Industrial names. CUBE ranks #6 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLD	Prologis, Inc.	9,421	$1,276,262
2	PSA	Public Storage	949	$302,076
3	EXR	Extra Space Storage Inc.	2,024	$294,087
4	COLD	Americold Realty Trust	15,202	$238,975
5	EGP	Eastgroup Properties Inc	720	$145,821
6	CUBE	CubeSmart This page	1,583	$62,955
7	SMA	SmartStop Self Storage REIT, Inc.	1,823	$59,247
8	LINE	Lineage, Inc.	579	$25,041

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$62,955	1,583	+2778.2%	Shares	Sole	2026-08-06
2026-03-31	$2,015	55	-96.3%	Shares	Sole	2026-05-06
2025-12-31	$53,750	1,491	-89.3%	Shares	Sole	2026-02-09
2025-09-30	$564,198	13,876	-3.0%	Shares	Sole	2025-11-10
2025-06-30	$608,217	14,311	+3.0%	Shares	Sole	2025-08-08
2025-03-31	$593,412	13,894	+3.8%	Shares	Sole	2025-05-13
2024-12-31	$573,761	13,390	0.0%	Shares	Sole	2025-02-10
2024-09-30	$720,783	13,390	0.0%	Shares	Sole	2024-11-13
2024-06-30	$604,826	13,390	+1.3%	Shares	Sole	2024-08-12
2024-03-31	$597,627	13,216	+0.3%	Shares	Sole	2024-05-14
2023-12-31	$610,707	13,176	+20814.3%	Shares	Sole	2024-02-12
2023-09-30	$2,402	63	+28.6%	Shares	Sole	2023-11-07
2021-06-30	$2,269	49	+390.0%	Shares	Sole	2021-08-12
2021-03-31	$378	10	—	Shares	Sole	2021-05-14
No filing history on record for this holder in this stock.