Position in COLD
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$11,129
+$3,165 QoQ
Shares Held
708
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#352
of 406 holders
Holding Since
Dec 2023
10 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, 2026Wiser Advisor Group LLC holds $985,344 across 6 REIT - Industrial names. COLD ranks #6 (1.1% of the industry book) .
All Filings in COLD
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,129 | 708 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $7,964 | 695 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $8,783 | 683 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $9,363 | 765 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $16,009 | 746 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $15,793 | 738 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $20,693 | 732 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $18,567 | 727 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $17,892 | 718 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $21,612 | 714 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||