Position in COLD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,290
+$558 QoQ
Shares Held
591
-22.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#355
of 407 holders
Holding Since
Dec 2024
7 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, 2026Larson Financial Group LLC holds $4,726,215 across 16 REIT - Industrial names. COLD ranks #11 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
27,705 | $3,753,196 | |
| 2 | PSA |
Public Storage
|
850 | $270,563 | |
| 3 | EGP |
Eastgroup Properties Inc
|
861 | $174,378 | |
| 4 | STAG |
STAG Industrial, Inc.
|
4,050 | $154,143 | |
| 5 | FR |
First Industrial Realty Trust Inc
|
1,974 | $121,025 | |
| 6 | CUBE |
CubeSmart
|
2,484 | $98,788 | |
| 7 | EXR |
Extra Space Storage Inc.
|
368 | $53,470 | |
| 8 | REXR |
Rexford Industrial Realty, Inc.
|
1,274 | $42,679 |
All Filings in COLD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,290 | 591 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,732 | 762 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,398 | 342 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,754 | 225 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $365 | 22 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,661 | 124 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,348 | 63 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||