Hennion & Walsh Asset Management’s CubeSmart CUBE Stock Holding History

Hennion & Walsh Asset Management’s Portfolio CUBE Stock Details CUBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$609K	Sell	15,315 -131	-0.8%	-$5.21K	0.02%	697
2026 Q1	$566K	Sell	15,446 -15,616	-50%	-$599K	0.02%	684
2025 Q4	$1.12M	Sell	31,062 -151	-0.5%	-$5.74K	0.04%	491
2025 Q3	$1.27M	Sell	31,213 -125	-0.4%	-$5.09K	0.05%	456
2025 Q2	$1.33M	Sell	31,338 -661	-2%	-$27.4K	0.05%	422
2025 Q1	$1.37M	Buy	31,999 +7,059	+28%	+$295K	0.06%	386
2024 Q4	$1.07M	Buy	24,940 +8,873	+55%	+$425K	0.05%	449
2024 Q3	$865K	Buy	16,067 +1,938	+14%	+$96.2K	0.04%	480
2024 Q2	$638K	Buy	14,129 +8,149	+136%	+$351K	0.03%	524
2024 Q1	$270K	Buy	+5,980	New	+$265K	0.01%	721

Other funds holding CUBE

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Hennion & Walsh Asset Management's CUBE Position: Q2 2026 in Review

Hennion & Walsh Asset Management reduced its CubeSmart (CUBE) stake by 0.85% in Q2 2026, selling an estimated $5.21K and leaving 15,315 shares worth $609K. The position accounts for 0.02% of the portfolio, ranked #697.

Hennion & Walsh Asset Management first reported a position in CUBE in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.37M in Q1 2025. 89 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

Hennion & Walsh Asset Management held 15,315 shares of CubeSmart worth $609K as of Q2 2026.
Hennion & Walsh Asset Management sold 131 CubeSmart shares in Q2 2026, an estimated $5.21K.
CubeSmart made up 0.02% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #697 holding.
Hennion & Walsh Asset Management first reported a position in CubeSmart in Q1 2024 and has held it in 10 quarters since.
Hennion & Walsh Asset Management's CubeSmart position peaked at $1.37M in Q1 2025.
89 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.