Position in CUBE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,391,432
+$1,303,289 QoQ
Shares Held
34,987
+1354.8% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#223
of 507 holders
Holding Since
Sep 2024
7 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, 2026ROTHSCHILD INVESTMENT LLC holds $11,511,232 across 17 REIT - Industrial names. CUBE ranks #2 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
|
23,726 | $7,552,223 | |
| 2 | CUBE |
CubeSmart
This page
|
34,987 | $1,391,432 | |
| 3 | REXR |
Rexford Industrial Realty, Inc.
|
24,887 | $833,714 | |
| 4 | LINE |
Lineage, Inc.
|
15,361 | $664,363 | |
| 5 | PLD |
Prologis, Inc.
|
3,236 | $438,380 | |
| 6 | COLD |
Americold Realty Trust
|
27,504 | $432,362 | |
| 7 | FR |
First Industrial Realty Trust Inc
|
1,411 | $86,508 | |
| 8 | EXR |
Extra Space Storage Inc.
|
496 | $72,068 |
All Filings in CUBE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,391,432 | 34,987 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $88,143 | 2,405 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $6,200 | 172 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,659 | 90 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $850 | 20 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $427 | 10 | Shares | Sole | 2025-04-08 | |
| 2024-09-30 | $269 | 5 | Shares | Sole | 2024-10-18 | |
| No filing history on record for this holder in this stock. | ||||||