EverSource Wealth Advisors, LLC

Position in COLD — Americold Realty Trust

CIK 1710537 BIRMINGHAM, AL

Position in COLD

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$100,965

+$52,587 QoQ

Shares Held

6,423

+52.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#314

of 400 holders

Holding Since

Sep 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

EverSource Wealth Advisors, LLC holds $2,696,071 across 17 REIT - Industrial names. COLD ranks #8 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLD	Prologis, Inc.	6,803	$921,598
2	EGP	Eastgroup Properties Inc	1,931	$391,083
3	CUBE	CubeSmart	6,920	$275,204
4	FR	First Industrial Realty Trust Inc	4,133	$253,391
5	LINE	Lineage, Inc.	4,462	$192,979
6	PSA	Public Storage	575	$183,023
7	EXR	Extra Space Storage Inc.	965	$140,210
8	COLD	Americold Realty Trust This page	6,423	$100,965

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$100,965	6,423	+52.1%	Shares	Sole	2026-07-24
2026-03-31	$48,378	4,222	+51.8%	Shares	Sole	2026-05-18
2025-12-31	$35,760	2,781	+106.2%	Shares	Sole	2026-02-06
2025-09-30	$16,510	1,349	-39.3%	Shares	Sole	2025-11-10
2025-06-30	$36,982	2,224	+252.5%	Shares	Sole	2025-08-13
2025-03-31	$13,539	631	-89.2%	Shares	Sole	2025-05-13
2024-12-31	$125,573	5,868	+3946.9%	Shares	Sole	2025-02-10
2024-09-30	$4,097	145	+9.8%	Shares	Sole	2024-11-08
2024-06-30	$3,369	132	+63.0%	Shares	Sole	2024-08-13
2024-03-31	$2,018	81	+350.0%	Shares	Sole	2024-06-11
2023-09-30	$547	18	-56.1%	Shares	Sole	2023-11-03
2023-06-30	$1,323	41	+78.3%	Shares	Sole	2023-08-04
2023-03-31	$654	23	0.0%	Shares	Sole	2023-05-11
2022-12-31	$651	23	0.0%	Shares	Sole	2023-02-09
2022-09-30	$565	23	—	Shares	Sole	2022-11-07
No filing history on record for this holder in this stock.