Creative Planning

Position in COLD — Americold Realty Trust

CIK 1540235 OVERLAND PARK, KS

Position in COLD

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,112,763

+$1,417,073 QoQ

Shares Held

198,013

+33.8% QoQ

Ownership

0.069%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#114

of 406 holders

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Real Estate · as of Jun 30, 2026

Creative Planning holds $164,482,152 across 16 REIT - Industrial names. COLD ranks #10 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLD	Prologis, Inc.	505,797	$68,520,319
2	EGP	Eastgroup Properties Inc	102,168	$20,692,084
3	EXR	Extra Space Storage Inc.	106,441	$15,465,877
4	CUBE	CubeSmart	335,484	$13,342,198
5	REXR	Rexford Industrial Realty, Inc.	397,262	$13,308,276
6	PSA	Public Storage	30,471	$9,699,223
7	FR	First Industrial Realty Trust Inc	111,635	$6,844,341
8	LINE	Lineage, Inc.	121,162	$5,240,256

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,112,763	198,013	+33.8%	Shares	Defined	2026-08-13
2026-03-31	$1,695,690	147,966	-36.4%	Shares	Sole	2026-05-12
2025-12-31	$2,993,666	232,789	+82.4%	Shares	Sole	2026-02-17
2025-09-30	$1,562,508	127,656	+117.9%	Shares	Defined	2025-11-14
2025-06-30	$974,068	58,573	+25.8%	Shares	Sole	2025-08-08
2025-03-31	$999,370	46,569	+1.5%	Shares	Sole	2025-05-15
2024-12-31	$982,238	45,899	+153.3%	Shares	Defined	2025-02-14
2024-09-30	$512,280	18,121	+0.2%	Shares	Defined	2024-10-11
2024-06-30	$461,810	18,082	+34.4%	Shares	Sole	2024-08-15
2023-12-31	$407,343	13,457	+102.1%	Shares	Defined	2024-02-14
2023-09-30	$202,469	6,658	—	Shares	Sole	2023-11-16
No filing history on record for this holder in this stock.