Heritage Wealth Advisors’s CubeSmart CUBE Stock Holding History

Heritage Wealth Advisors’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 Q1	$20.5K	Buy	560 +360	+180%	+$13.8K	﹤0.01%	437
2025 Q4	$7.21K	Hold	200	–	–	﹤0.01%	475
2025 Q3	$8.13K	Hold	200	–	–	﹤0.01%	441
2025 Q2	$8.5K	Hold	200	–	–	﹤0.01%	432
2025 Q1	$8.54K	Hold	200	–	–	﹤0.01%	428
2024 Q4	$8.57K	Hold	200	–	–	﹤0.01%	456
2024 Q3	$10.8K	Hold	200	–	–	﹤0.01%	441
2024 Q2	$9.03K	Hold	200	–	–	﹤0.01%	429
2024 Q1	$9.04K	Hold	200	–	–	﹤0.01%	445
2023 Q4	$9.27K	Hold	200	–	–	﹤0.01%	453
2023 Q3	$7.63K	Hold	200	–	–	﹤0.01%	422
2023 Q2	$8.93K	Sell	200 -572	-74%	-$26K	﹤0.01%	441
2023 Q1	$35.7K	Buy	772 +572	+286%	+$25.7K	﹤0.01%	353
2022 Q4	$8.05K	Hold	200	–	–	﹤0.01%	464
2022 Q3	$8.01K	Hold	200	–	–	﹤0.01%	434
2022 Q2	$9K	Hold	200	–	–	﹤0.01%	469
2022 Q1	$10K	Buy	200 +100	+100%	+$5.06K	﹤0.01%	437
2021 Q4	$6K	Buy	+100	New	+$5.38K	﹤0.01%	472

Other funds holding CUBE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Heritage Wealth Advisors's CUBE Position: Q1 2026 in Review

Heritage Wealth Advisors increased its CubeSmart (CUBE) stake by 180% in Q1 2026, buying an estimated $13.8K and bringing the position to 560 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

Heritage Wealth Advisors first reported a position in CUBE in Q4 2021 and has held it in 18 quarters since. The position peaked at $35.7K in Q1 2023. 483 funds tracked by Wall St. Rank hold CUBE as of Q1 2026.

Heritage Wealth Advisors held 560 shares of CubeSmart worth $20.5K as of Q1 2026.
Heritage Wealth Advisors bought 360 CubeSmart shares in Q1 2026, an estimated $13.8K.
CubeSmart made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #437 holding.
Heritage Wealth Advisors first reported a position in CubeSmart in Q4 2021 and has held it in 18 quarters since.
Heritage Wealth Advisors's CubeSmart position peaked at $35.7K in Q1 2023.
483 funds tracked by Wall St. Rank held CubeSmart as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.