HighMark Wealth Management’s CubeSmart CUBE Stock Holding History

HighMark Wealth 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
2025 Q4	–	Sell	-64	Closed	-$2.6K	–	605
2025 Q3	$2.6K	Hold	64	–	–	﹤0.01%	467
2025 Q2	$2.72K	Buy	+64	New	+$2.65K	﹤0.01%	461
2021 Q1	–	Sell	-139	Closed	-$5K	–	484
2020 Q4	$5K	Sell	139 -141	-50%	-$4.72K	﹤0.01%	327
2020 Q3	$9K	Sell	280 -61	-18%	-$1.84K	0.01%	242
2020 Q2	$9K	Buy	341 +142	+71%	+$3.75K	0.01%	216
2020 Q1	$5K	Sell	199 -107	-35%	-$3.21K	0.01%	223
2019 Q4	$9K	Buy	+306	New	+$9.82K	0.01%	222

Other funds holding CUBE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HighMark Wealth Management's CUBE Position: Q4 2025 in Review

HighMark Wealth Management sold out of CubeSmart (CUBE) in Q4 2025, closing a stake of 64 shares — an estimated $2.6K sold.

HighMark Wealth Management first reported a position in CUBE in Q4 2019 and held it in 7 quarters. The position peaked at $9K in Q3 2020. 465 funds tracked by Wall St. Rank hold CUBE as of Q4 2025.

HighMark Wealth Management reported no remaining CubeSmart position as of Q4 2025 after selling out during the quarter.
HighMark Wealth Management sold 64 CubeSmart shares in Q4 2025, an estimated $2.6K.
HighMark Wealth Management first reported a position in CubeSmart in Q4 2019 and held it in 7 quarters.
HighMark Wealth Management's CubeSmart position peaked at $9K in Q3 2020.
465 funds tracked by Wall St. Rank held CubeSmart as of Q4 2025.

Based on HighMark Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.