Transamerica Financial Advisors, LLC
Position in COLD — Americold Realty Trust
CIK 1502149
CEDAR RAPIDS, IA
Position in COLD
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$534
+$168 QoQ
Shares Held
34
+6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#398
of 406 holders
Holding Since
Sep 2025
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, 2026Transamerica Financial Advisors, LLC holds $718,397 across 12 REIT - Industrial names. COLD ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
2,597 | $351,815 | |
| 2 | PSA |
Public Storage
|
984 | $313,217 | |
| 3 | EXR |
Extra Space Storage Inc.
|
150 | $21,795 | |
| 4 | FR |
First Industrial Realty Trust Inc
|
303 | $18,576 | |
| 5 | REXR |
Rexford Industrial Realty, Inc.
|
264 | $8,844 | |
| 6 | LXP |
LXP Industrial Trust
|
23 | $1,239 | |
| 7 | TRNO |
Terreno Realty Corp
|
17 | $1,101 | |
| 8 | LINE |
Lineage, Inc.
|
13 | $562 |
All Filings in COLD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $534 | 34 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $366 | 32 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $848 | 66 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $550 | 45 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||