WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in COLD — Americold Realty Trust
CIK 1632972
PLYMOUTH, MN
Position in COLD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,092,237
+$1,839,350 QoQ
Shares Held
133,094
+503.1% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#137
of 406 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in COLD Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $59,037,368 across 15 REIT - Industrial names. COLD ranks #7 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LINE |
Lineage, Inc.
|
288,021 | $12,456,908 | |
| 2 | PLD |
Prologis, Inc.
|
89,703 | $12,152,065 | |
| 3 | CUBE |
CubeSmart
|
244,283 | $9,715,134 | |
| 4 | PSA |
Public Storage
|
28,352 | $9,024,725 | |
| 5 | FR |
First Industrial Realty Trust Inc
|
80,366 | $4,927,239 | |
| 6 | EXR |
Extra Space Storage Inc.
|
18,250 | $2,651,725 | |
| 7 | COLD |
Americold Realty Trust
This page
|
133,094 | $2,092,237 | |
| 8 | EGP |
Eastgroup Properties Inc
|
8,487 | $1,718,872 |
All Filings in COLD
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,092,237 | 133,094 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $252,887 | 22,067 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $281,286 | 21,873 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $392,267 | 32,048 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $349,113 | 20,993 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $355,957 | 16,587 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $771,827 | 27,302 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $235,989 | 9,240 | Shares | Sole | 2024-07-16 | |
| No filing history on record for this holder in this stock. | ||||||