Position in COLD
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$342,711
+$126,347 QoQ
Shares Held
21,801
+15.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#240
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, 2026Sequoia Financial Advisors, LLC holds $19,501,466 across 15 REIT - Industrial names. COLD ranks #10 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
|
18,914 | $6,020,515 | |
| 2 | PLD |
Prologis, Inc.
|
27,758 | $3,760,376 | |
| 3 | CUBE |
CubeSmart
|
82,782 | $3,292,240 | |
| 4 | EGP |
Eastgroup Properties Inc
|
6,470 | $1,310,369 | |
| 5 | NSA |
National Storage Affiliates Trust
|
26,870 | $1,194,908 | |
| 6 | EXR |
Extra Space Storage Inc.
|
4,971 | $722,286 | |
| 7 | FR |
First Industrial Realty Trust Inc
|
9,903 | $607,152 | |
| 8 | STAG |
STAG Industrial, Inc.
|
12,733 | $484,617 |
All Filings in COLD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342,711 | 21,801 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $216,364 | 18,880 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $256,068 | 19,912 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $214,285 | 17,507 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||