UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in COLD — Americold Realty Trust
CIK 1463217
IRVING, TX
Position in COLD
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$196,484
-$28,693 QoQ
Shares Held
12,499
-36.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#286
of 406 holders
Holding Since
Mar 2020
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COLD Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $11,762,653 across 8 REIT - Industrial names. COLD ranks #8 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
49,776 | $6,743,154 | |
| 2 | PSA |
Public Storage
|
4,477 | $1,425,073 | |
| 3 | EXR |
Extra Space Storage Inc.
|
8,071 | $1,172,716 | |
| 4 | EGP |
Eastgroup Properties Inc
|
4,401 | $891,334 | |
| 5 | LINE |
Lineage, Inc.
|
17,449 | $754,669 | |
| 6 | CUBE |
CubeSmart
|
7,328 | $291,434 | |
| 7 | FR |
First Industrial Realty Trust Inc
|
4,694 | $287,789 | |
| 8 | COLD |
Americold Realty Trust
This page
|
12,499 | $196,484 |
All Filings in COLD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $196,484 | 12,499 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $225,177 | 19,649 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $148,250 | 11,528 | Shares | Defined | 2026-02-17 | |
| 2020-03-31 | $673,992 | 19,800 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||