West Family Investments, Inc.

Position in COLD — Americold Realty Trust

CIK 1568303 CARLSBAD, CA

Position in COLD

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$175,781

+$1,747 QoQ

Shares Held

11,182

-17.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#295

of 407 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

West Family Investments, Inc. holds $1,922,755 across 5 REIT - Industrial names. COLD ranks #5 (9.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CUBE	CubeSmart	16,172	$643,160
2	PLD	Prologis, Inc.	4,338	$587,668
3	LINE	Lineage, Inc.	6,804	$294,273
4	EXR	Extra Space Storage Inc.	1,527	$221,873
5	COLD	Americold Realty Trust This page	11,182	$175,781

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$175,781	11,182	-17.4%	Shares	Sole	2026-08-10
2025-12-31	$174,034	13,533	—	Shares	Sole	2026-02-11
No filing history on record for this holder in this stock.