Position in COLD
as of Mar 31, 2026
· filed Apr 6, 2026
Position Value
$2,991
-$301 QoQ
Shares Held
261
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
14 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, 2026CX Institutional holds $1,856,423 across 9 REIT - Industrial names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
4,950 | $670,576 | |
| 2 | PSA |
Public Storage
|
1,829 | $582,188 | |
| 3 | EXR |
Extra Space Storage Inc.
|
1,958 | $284,497 | |
| 4 | SMA |
SmartStop Self Storage REIT, Inc.
|
7,072 | $229,840 | |
| 5 | REXR |
Rexford Industrial Realty, Inc.
|
1,768 | $59,228 | |
| 6 | EGP |
Eastgroup Properties Inc
|
69 | $13,974 | |
| 7 | CUBE |
CubeSmart
|
326 | $12,965 | |
| 8 | LINE |
Lineage, Inc.
|
52 | $2,249 |
All Filings in COLD
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,991 | 261 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $3,292 | 256 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $3,084 | 252 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $4,190 | 252 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $5,407 | 252 | Shares | Sole | 2025-04-15 | |
| 2022-12-31 | $498,907 | 17,623 | Shares | Sole | 2023-02-03 | |
| 2022-06-30 | $7,570 | 252 | Shares | Sole | 2022-08-02 | |
| 2021-09-30 | $7,320 | 252 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $9,538 | 252 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $9,694 | 252 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $9,407 | 252 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $9,009 | 252 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $9,147 | 252 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $8,578 | 252 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||