Position in COLD
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,996
+$461 QoQ
Shares Held
127
-5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#384
of 406 holders
Holding Since
Dec 2023
11 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, 2026Bruce G. Allen Investments, LLC holds $132,023 across 8 REIT - Industrial names. COLD ranks #5 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
615 | $83,314 | |
| 2 | PSA |
Public Storage
|
91 | $28,966 | |
| 3 | EXR |
Extra Space Storage Inc.
|
80 | $11,624 | |
| 4 | EGP |
Eastgroup Properties Inc
|
18 | $3,645 | |
| 5 | COLD |
Americold Realty Trust
This page
|
127 | $1,996 | |
| 6 | FR |
First Industrial Realty Trust Inc
|
22 | $1,348 | |
| 7 | CUBE |
CubeSmart
|
16 | $636 | |
| 8 | STAG |
STAG Industrial, Inc.
|
13 | $494 |
All Filings in COLD
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,996 | 127 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,535 | 134 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,453 | 113 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,150 | 94 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,130 | 68 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,845 | 86 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,669 | 78 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $254 | 9 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $229 | 9 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $224 | 9 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $272 | 9 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||