Position in CUBE
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,679,300
+$22,336 QoQ
Shares Held
45,820
-0.3% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 86.51462243561764.ToString("F0")%
Shared 0.ToString("F0")%
None 13.485377564382366.ToString("F0")%
Common Shares in CUBE Over Time
Shares Held
Position Value (USD)
Derivatives in CUBE
reported options exposure · as of Mar 31, 2021CallValue
$3,075,579
CallShares
81,300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Industrial
Real Estate · as of Mar 31, 2026BANK OF MONTREAL /CAN/ holds $428,336,604 across 13 REIT - Industrial names. CUBE ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
2,688,736 | $355,397,121 | |
| 2 | PSA |
Public Storage
|
107,214 | $29,042,125 | |
| 3 | EXR |
Extra Space Storage Inc.
|
119,089 | $15,616,138 | |
| 4 | REXR |
Rexford Industrial Realty, Inc.
|
331,368 | $10,845,673 | |
| 5 | STAG |
STAG Industrial, Inc.
|
212,419 | $7,659,827 | |
| 6 | FR |
First Industrial Realty Trust Inc
|
37,858 | $2,190,083 | |
| 7 | LINE |
Lineage, Inc.
|
51,726 | $1,694,542 | |
| 8 | CUBE |
CubeSmart
This page
|
45,820 | $1,679,300 |
All Filings in CUBE
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,679,300 | 45,820 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,656,964 | 45,963 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $2,400,117 | 59,029 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,602,529 | 61,236 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $2,550,425 | 59,715 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,021,136 | 70,505 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,170,423 | 58,897 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,780,844 | 61,564 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,806,126 | 62,055 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $3,005,194 | 64,837 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $3,263,012 | 85,576 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $3,827,718 | 85,708 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $4,287,411 | 92,761 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $3,748,199 | 93,123 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $9,385,294 | 234,281 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $2,127,283 | 49,796 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,821,671 | 35,012 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $10,442,185 | 183,486 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $4,898,776 | 101,110 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $2,214,092 | 47,800 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $3,075,579 | 81,300 | Call | Defined | 2021-05-13 | |
| 2021-03-31 | $2,013,690 | 53,230 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $2,228,307 | 66,299 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $4,287,537 | 132,700 | Call | Defined | 2020-11-12 | |
| 2020-09-30 | $2,396,205 | 74,163 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,164,598 | 80,200 | Call | Defined | 2020-08-12 | |
| 2020-06-30 | $2,060,092 | 76,328 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $1,745,474 | 65,154 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||