Position in CUBE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$7,400,003
+$5,526,492 QoQ
Shares Held
186,070
+264.0% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#110
of 507 holders
Holding Since
Jun 2021
13 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in CUBE Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $69,067,652 across 17 REIT - Industrial names. CUBE ranks #3 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
221,976 | $30,071,088 | |
| 2 | EGP |
Eastgroup Properties Inc
|
38,996 | $7,897,859 | |
| 3 | CUBE |
CubeSmart
This page
|
186,070 | $7,400,003 | |
| 4 | PSA |
Public Storage
|
21,631 | $6,885,363 | |
| 5 | EXR |
Extra Space Storage Inc.
|
32,582 | $4,734,164 | |
| 6 | LINE |
Lineage, Inc.
|
82,412 | $3,564,319 | |
| 7 | FR |
First Industrial Realty Trust Inc
|
52,789 | $3,236,493 | |
| 8 | STAG |
STAG Industrial, Inc.
|
45,500 | $1,731,730 |
All Filings in CUBE
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,400,003 | 186,070 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,873,511 | 51,119 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $360,824 | 10,009 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $680,607 | 16,739 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $403,027 | 9,483 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $401,089 | 9,391 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $511,414 | 11,935 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $234,806 | 4,362 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $208,238 | 4,605 | Shares | Sole | 2024-05-15 | |
| 2022-03-31 | $299,640 | 5,759 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $270,834 | 4,759 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $226,213 | 4,669 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $210,941 | 4,554 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||