Wellspring Financial Advisors, LLC
Position in COLD — Americold Realty Trust
CIK 1811308
CLEVELAND, OH
Position in COLD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$787,870
+$213,094 QoQ
Shares Held
50,119
-0.1% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#190
of 407 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, 2026Wellspring Financial Advisors, LLC holds $787,870 across 1 REIT - Industrial name. COLD ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COLD |
Americold Realty Trust
This page
|
50,119 | $787,870 |
All Filings in COLD
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $787,870 | 50,119 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $574,776 | 50,155 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $662,264 | 51,498 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||