Legacy Wealth Asset Management, LLC
Position in COLD — Americold Realty Trust
CIK 1846151
WOODBURY, MN
Position in COLD
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$564,630
+$179,196 QoQ
Shares Held
35,918
+6.8% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#209
of 406 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COLD Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Legacy Wealth Asset Management, LLC holds $4,449,919 across 8 REIT - Industrial names. COLD ranks #3 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
8,854 | $1,199,451 | |
| 2 | TRNO |
Terreno Realty Corp
|
13,626 | $882,556 | |
| 3 | COLD |
Americold Realty Trust
This page
|
35,918 | $564,630 | |
| 4 | EGP |
Eastgroup Properties Inc
|
2,701 | $547,033 | |
| 5 | REXR |
Rexford Industrial Realty, Inc.
|
15,186 | $508,731 | |
| 6 | EXR |
Extra Space Storage Inc.
|
2,023 | $293,941 | |
| 7 | PSA |
Public Storage
|
767 | $244,143 | |
| 8 | FR |
First Industrial Realty Trust Inc
|
3,416 | $209,434 |
All Filings in COLD
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $564,630 | 35,918 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $385,434 | 33,633 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $247,464 | 19,243 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $294,751 | 24,081 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $397,240 | 23,887 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $520,319 | 24,246 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $520,234 | 24,310 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $510,951 | 18,074 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $459,822 | 18,004 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $435,651 | 17,482 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $527,121 | 17,414 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $522,261 | 17,174 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $553,945 | 17,150 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $469,965 | 16,519 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $470,965 | 16,636 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $346,122 | 14,070 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $445,553 | 14,832 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $422,326 | 15,148 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $469,388 | 14,315 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $427,151 | 14,704 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $562,980 | 14,874 | Shares | Sole | 2021-07-14 | |
| No filing history on record for this holder in this stock. | ||||||