ELEVATION WEALTH PARTNERS, LLC
Position in COLD — Americold Realty Trust
CIK 1976256
WALNUT CREEK, CA
Position in COLD
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$8,205
+$2,223 QoQ
Shares Held
522
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#357
of 407 holders
Holding Since
Jun 2024
4 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 WEALTH PARTNERS, LLC holds $1,559,060 across 10 REIT - Industrial names. COLD ranks #10 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
|
2,505 | $797,366 | |
| 2 | PLD |
Prologis, Inc.
|
3,861 | $523,049 | |
| 3 | EGP |
Eastgroup Properties Inc
|
458 | $92,758 | |
| 4 | CUBE |
CubeSmart
|
1,417 | $56,354 | |
| 5 | FR |
First Industrial Realty Trust Inc
|
387 | $23,726 | |
| 6 | NSA |
National Storage Affiliates Trust
|
432 | $19,211 | |
| 7 | EXR |
Extra Space Storage Inc.
|
110 | $15,983 | |
| 8 | LINE |
Lineage, Inc.
|
278 | $12,023 |
All Filings in COLD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,205 | 522 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $5,982 | 522 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,469 | 192 | Shares | Sole | 2026-01-09 | |
| 2024-06-30 | $3,013 | 118 | Shares | Sole | 2024-07-09 | |
| No filing history on record for this holder in this stock. | ||||||