Heritage Wealth Advisors

Position in CUBE — CubeSmart

CIK 1591122 RICHMOND, VA

Position in CUBE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$22,271

+$1,747 QoQ

Shares Held

560

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#440

of 513 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Heritage Wealth Advisors holds $274,214 across 5 REIT - Industrial names. CUBE ranks #3 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLD	Prologis, Inc.	1,547	$209,572
2	STAG	STAG Industrial, Inc.	600	$22,836
3	CUBE	CubeSmart This page	560	$22,271
4	PSA	Public Storage	53	$16,870
5	IIPR	Innovative Industrial Properties Inc	43	$2,665

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,271	560	0.0%	Shares	Sole	2026-08-14
2026-03-31	$20,524	560	+180.0%	Shares	Sole	2026-05-14
2025-12-31	$7,210	200	0.0%	Shares	Sole	2026-02-13
2025-09-30	$8,132	200	0.0%	Shares	Sole	2025-11-13
2025-06-30	$8,500	200	0.0%	Shares	Sole	2025-08-11
2025-03-31	$8,542	200	0.0%	Shares	Sole	2025-05-08
2024-12-31	$8,570	200	0.0%	Shares	Sole	2025-02-12
2024-09-30	$10,766	200	0.0%	Shares	Sole	2024-11-12
2024-06-30	$9,034	200	0.0%	Shares	Sole	2024-12-12
2024-03-31	$9,044	200	0.0%	Shares	Sole	2024-12-12
2023-12-31	$9,270	200	0.0%	Shares	Sole	2024-12-12
2023-09-30	$7,626	200	0.0%	Shares	Sole	2024-12-12
2023-06-30	$8,932	200	-74.1%	Shares	Sole	2024-12-12
2023-03-31	$35,681	772	+286.0%	Shares	Sole	2023-05-04
2022-12-31	$8,050	200	0.0%	Shares	Sole	2024-12-12
2022-09-30	$8,012	200	0.0%	Shares	Sole	2024-12-12
2022-06-30	$8,544	200	0.0%	Shares	Sole	2022-08-04
2022-03-31	$10,406	200	+100.0%	Shares	Sole	2022-05-11
2021-12-31	$5,691	100	—	Shares	Sole	2022-03-28
No filing history on record for this holder in this stock.