Position in COLD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$55,727
+$17,829 QoQ
Shares Held
3,545
+7.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#326
of 407 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COLD Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026IFP Advisors, Inc holds $2,638,313 across 15 REIT - Industrial names. COLD ranks #9 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
5,618 | $761,070 | |
| 2 | PSA |
Public Storage
|
1,722 | $548,129 | |
| 3 | EXR |
Extra Space Storage Inc.
|
2,429 | $352,933 | |
| 4 | CUBE |
CubeSmart
|
7,292 | $290,002 | |
| 5 | STAG |
STAG Industrial, Inc.
|
6,525 | $248,341 | |
| 6 | NSA |
National Storage Affiliates Trust
|
3,313 | $147,329 | |
| 7 | LINE |
Lineage, Inc.
|
2,794 | $120,840 | |
| 8 | FR |
First Industrial Realty Trust Inc
|
1,281 | $78,538 |
All Filings in COLD
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,727 | 3,545 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $37,898 | 3,307 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,006 | 156 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $25,850 | 2,112 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $6,785 | 408 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,253 | 105 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $43,442 | 2,030 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $57,388 | 2,030 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $766 | 30 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $48,432 | 1,600 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $33,967 | 1,117 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $35,530 | 1,100 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $31,295 | 1,100 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $44,333 | 1,566 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $7,552 | 307 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $8,741 | 291 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $780 | 28 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $918 | 28 | Shares | Sole | 2022-01-12 | |
| 2021-06-30 | $231,869 | 6,126 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $235,282 | 6,116 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $61,781 | 1,655 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $59,059 | 1,652 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $59,895 | 1,650 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $14,126 | 415 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||