Filing Research | COLD - AMERICOLD REALTY TRUST INC Institutional Holdings

Snapshot holdings

50 / 71 loaded

#		Instrument	quantity
1	DAVENPORT & Co LLC	Shares	4.0MSH	$63.5M
2	REINHART PARTNERS, LLC.	Shares	3.7MSH	$57.6M
3	Swedbank AB	Shares	300.0KSH	$4.7M
4	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	272.5KSH	$4.3M
5	Carnegie Lake Advisors LLC	Shares	248.7KSH	$3.9M
6	D.A. DAVIDSON & CO.	Shares	234.6KSH	$3.7M
7	EXCHANGE TRADED CONCEPTS, LLC	Shares	234.0KSH	$3.7M
8	Abundance Wealth Counselors	Shares	187.4KSH	$2.9M
9	Y-Intercept (Hong Kong) Ltd	Shares	178.9KSH	$2.8M
10	Vert Asset Management LLC	Shares	145.1KSH	$2.3M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	133.1KSH	$2.1M
12	Police & Firemen's Retirement System of New Jersey	Shares	131.1KSH	$2.1M
13	Abel Hall, LLC	Shares	79.0KSH	$1.2M
14	Friedenthal Financial	Shares	74.2KSH	$1.2M
15	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	66.4KSH	$1.0M
16	Wellspring Financial Advisors, LLC	Shares	50.1KSH	$787.9K
17	IFM Investors Pty Ltd	Shares	47.0KSH	$738.6K
18	FIRST NATIONAL BANK SIOUX FALLS	Shares	50.4KSH	$625.2K
19	Legacy Wealth Asset Management, LLC	Shares	35.9KSH	$564.6K
20	Vanderbilt University	Shares	33.0KSH	$519.1K
21	Merit Financial Group, LLC	Shares	32.7KSH	$513.8K
22	BFSG, LLC	Shares	27.9KSH	$437.8K
23	Sequoia Financial Advisors, LLC	Shares	21.8KSH	$342.7K
24	NWAM LLC	Shares	20.2KSH	$318.2K
25	OLD NATIONAL BANCORP /IN/	Shares	18.3KSH	$287.7K
26	Pinnacle Wealth Management Group, Inc.	Shares	17.3KSH	$272.4K
27	Mendel Capital Management LLC	Shares	10.1KSH	$158.2K
28	SIGNATUREFD, LLC	Shares	10.0KSH	$157.8K
29	Blue Trust, Inc.	Shares	9.3KSH	$146.7K
30	Ninety One UK Ltd	Shares	8.7KSH	$137.3K
31	Franchise GP Ltd	Shares	8.7KSH	$137.2K
32	Security National Bank	Shares	8.0KSH	$125.7K
33	EverSource Wealth Advisors, LLC	Shares	6.4KSH	$101.0K
34	GAMMA Investing LLC	Shares	3.8KSH	$60.3K
35	IFP Advisors, Inc	Shares	3.5KSH	$55.7K
36	Farther Finance Advisors, LLC	Shares	3.2KSH	$50.7K
37	LRI Investments, LLC	Shares	2.7KSH	$42.7K
38	Global X Japan Co., Ltd.	Shares	2.4KSH	$37.8K
39	True Wealth Design, LLC	Shares	1.5KSH	$23.4K
40	Mirae Asset Global Investments Co., Ltd.	Shares	1.2KSH	$18.5K
41	Versant Capital Management, Inc	Shares	978SH	$15.4K
42	MassMutual Private Wealth & Trust, FSB	Shares	791SH	$12.4K
43	Wealth Enhancement Trust Services, Inc.	Shares	719SH	$11.3K
44	Owl Creek Wealth Partners LLC	Shares	620SH	$9.7K
45	Atlantic Edge Private Wealth Management, LLC	Shares	550SH	$8.6K
46	ELEVATION WEALTH PARTNERS, LLC	Shares	522SH	$8.2K
47	LANARK FINANCIAL, INC.	Shares	511SH	$8.0K
48	SJS Investment Consulting Inc.	Shares	505SH	$7.9K
49	VISION FINANCIAL MARKETS LLC	Shares	500SH	$7.9K
50	Vermillion Wealth Management, Inc.	Shares	373SH	$5.9K

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Manager changes2026-06-30 vs 2026-03-31

50 / 76 loaded

#		Instrument
1	REINHART PARTNERS, LLC. added	Shares	+261.0K	+$18.6M	$57.6M
2	DAVENPORT & Co LLC trimmed	Shares	-643.5K	+$9.8M	$63.5M
3	Y-Intercept (Hong Kong) Ltd new	Shares	+178.9K	+$2.8M	$2.8M
4	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added	Shares	+83.6K	+$2.1M	$4.3M
5	Abundance Wealth Counselors added	Shares	+95.0K	+$1.9M	$2.9M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+111.0K	+$1.8M	$2.1M
7	Swedbank AB unchanged	Shares	0	+$1.3M	$4.7M
8	Carnegie Lake Advisors LLC added	Shares	+13.4K	+$1.2M	$3.9M
9	Friedenthal Financial new	Shares	+74.2K	+$1.2M	$1.2M
10	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+13.4K	+$1.2M	$3.7M
11	D.A. DAVIDSON & CO. added	Shares	+5.8K	+$1.1M	$3.7M
12	Vert Asset Management LLC added	Shares	+11.2K	+$747.1K	$2.3M
13	Police & Firemen's Retirement System of New Jersey added	Shares	+5.7K	+$623.7K	$2.1M
14	Vanderbilt University new	Shares	+33.0K	+$519.1K	$519.1K
15	Merit Financial Group, LLC new	Shares	+32.7K	+$513.8K	$513.8K
16	Sumitomo Mitsui DS Asset Management Company, Ltd added	Shares	+5.6K	+$346.9K	$1.0M
17	Abel Hall, LLC added	Shares	+164	+$338.3K	$1.2M
18	Wellspring Financial Advisors, LLC trimmed	Shares	-36	+$213.1K	$787.9K
19	IFM Investors Pty Ltd added	Shares	+227	+$202.8K	$738.6K
20	Legacy Wealth Asset Management, LLC added	Shares	+2.3K	+$179.2K	$564.6K
21	Mendel Capital Management LLC new	Shares	+10.1K	+$158.2K	$158.2K
22	NWAM LLC added	Shares	+5.0K	+$143.1K	$318.2K
23	Ninety One UK Ltd new	Shares	+8.7K	+$137.3K	$137.3K
24	Sequoia Financial Advisors, LLC added	Shares	+2.9K	+$126.3K	$342.7K
25	BFSG, LLC trimmed	Shares	-770	+$109.8K	$437.8K
26	OLD NATIONAL BANCORP /IN/ added	Shares	+2.4K	+$105.6K	$287.7K
27	Pinnacle Wealth Management Group, Inc. added	Shares	+171	+$75.8K	$272.4K
28	EverSource Wealth Advisors, LLC added	Shares	+2.2K	+$52.6K	$101.0K
29	Franchise GP Ltd unchanged	Shares	0	+$37.2K	$137.2K
30	GAMMA Investing LLC added	Shares	+1.7K	+$35.8K	$60.3K
31	Security National Bank unchanged	Shares	0	+$34.1K	$125.7K
32	True Wealth Design, LLC new	Shares	+1.5K	+$23.4K	$23.4K
33	Global X Japan Co., Ltd. added	Shares	+803	+$19.4K	$37.8K
34	Farther Finance Advisors, LLC added	Shares	+428	+$19.4K	$50.7K
35	IFP Advisors, Inc added	Shares	+238	+$17.8K	$55.7K
36	Blue Trust, Inc. trimmed	Shares	-2.4K	+$12.1K	$146.7K
37	LRI Investments, LLC unchanged	Shares	0	+$11.6K	$42.7K
38	Wealth Enhancement Trust Services, Inc. new	Shares	+719	+$11.3K	$11.3K
39	Versant Capital Management, Inc added	Shares	+509	+$10.0K	$15.4K
40	SJS Investment Consulting Inc. new	Shares	+505	+$7.9K	$7.9K
41	MassMutual Private Wealth & Trust, FSB added	Shares	+179	+$5.4K	$12.4K
42	Activest Wealth Management added	Shares	+296	+$4.7K	$4.7K
43	VISION FINANCIAL MARKETS LLC added	Shares	+200	+$4.4K	$7.9K
44	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$2.6K	$9.7K
45	Atlantic Edge Private Wealth Management, LLC unchanged	Shares	0	+$2.3K	$8.6K
46	ELEVATION WEALTH PARTNERS, LLC unchanged	Shares	0	+$2.2K	$8.2K
47	Vermillion Wealth Management, Inc. unchanged	Shares	0	+$1.6K	$5.9K
48	Fortitude Family Office, LLC added	Shares	+69	+$1.5K	$2.5K
49	Physician Wealth Advisors, Inc. trimmed	Shares	-47	+$739	$4.7K
50	State of Alaska, Department of Revenue added	Shares	+1.3K	+$695	$2.5K

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