HHM Wealth Advisors’s CubeSmart CUBE Stock Holding History

HHM 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 Q2	$14.3K	Hold	360	–	–	﹤0.01%	577
2026 Q1	$13.2K	Hold	360	–	–	﹤0.01%	583
2025 Q4	$13K	Hold	360	–	–	﹤0.01%	574
2025 Q3	$14.6K	Sell	360 -627	-64%	-$25.5K	﹤0.01%	567
2025 Q2	$41.9K	Hold	987	–	–	0.01%	403
2025 Q1	$42.2K	Sell	987 -48	-5%	-$2.01K	0.01%	388
2024 Q4	$44.4K	Hold	1,035	–	–	0.01%	380
2024 Q3	$55.7K	Hold	1,035	–	–	0.01%	323
2024 Q2	$46.8K	Hold	1,035	–	–	0.01%	351
2024 Q1	$46.8K	Hold	1,035	–	–	0.01%	307
2023 Q4	$48K	Buy	1,035 +359	+53%	+$14.1K	0.01%	293
2023 Q3	$25.8K	Hold	676	–	–	0.01%	367
2023 Q2	$30.2K	Hold	676	–	–	0.01%	361
2023 Q1	$31.2K	Sell	676 -101	-13%	-$4.53K	0.01%	344
2022 Q4	$31.3K	Hold	777	–	–	0.01%	302
2022 Q3	$31K	Buy	777 +676	+669%	+$30.5K	0.01%	292
2022 Q2	$4K	Hold	101	–	–	﹤0.01%	664
2022 Q1	$5K	Buy	+101	New	+$5.11K	﹤0.01%	605

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

HHM Wealth Advisors's CUBE Position: Q2 2026 in Review

HHM Wealth Advisors held its CubeSmart (CUBE) position steady in Q2 2026 at 360 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #577.

HHM Wealth Advisors first reported a position in CUBE in Q1 2022 and has held it in 18 quarters since. The position peaked at $55.7K in Q3 2024. 99 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

HHM Wealth Advisors held 360 shares of CubeSmart worth $14.3K as of Q2 2026.
HHM Wealth Advisors left its CubeSmart share count unchanged in Q2 2026.
CubeSmart made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #577 holding.
HHM Wealth Advisors first reported a position in CubeSmart in Q1 2022 and has held it in 18 quarters since.
HHM Wealth Advisors's CubeSmart position peaked at $55.7K in Q3 2024.
99 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.