ELEVATION POINT WEALTH PARTNERS, LLC
Position in COLD — Americold Realty Trust
CIK 1744349
DENVER, CO
Position in COLD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,223,031
+$320,247 QoQ
Shares Held
77,801
-1.2% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#165
of 406 holders
Holding Since
Dec 2025
3 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $6,984,844 across 6 REIT - Industrial names. COLD ranks #2 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
25,769 | $3,490,926 | |
| 2 | COLD |
Americold Realty Trust
This page
|
77,801 | $1,223,031 | |
| 3 | PSA |
Public Storage
|
2,864 | $911,639 | |
| 4 | EXR |
Extra Space Storage Inc.
|
3,568 | $518,430 | |
| 5 | EGP |
Eastgroup Properties Inc
|
2,228 | $451,236 | |
| 6 | STAG |
STAG Industrial, Inc.
|
10,236 | $389,582 |
All Filings in COLD
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,223,031 | 77,801 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $902,784 | 78,777 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $718,102 | 55,840 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||