Position in COLD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$985,816
+$322,913 QoQ
Shares Held
62,711
+8.4% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#175
of 406 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in COLD Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Diversify Advisory Services, LLC holds $8,386,586 across 5 REIT - Industrial names. COLD ranks #5 (11.8% of the industry book) .
All Filings in COLD
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $985,816 | 62,711 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $662,903 | 57,845 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||