AMERICOLD REALTY TRUST INC COLD
COM · REIT · CUSIP 03064D108 · ISIN US03064D1081
World's largest owner and operator of temperature-controlled warehouses
- SectorReal estate
- IndustryReal Estate Investment Trusts
- HeadquartersAtlanta, GA
- Websiteamericold.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($12.3m this quarter). Holder counts are more reliable. Shares outstanding: 285.5m as of 2026-08-04, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $15.74. Options: 9 managers hold calls ($18.2m notional), 8 hold puts ($18.4m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 298 |
| Q4 2022 | 317 |
| Q1 2023 | 326 |
| Q2 2023 | 327 |
| Q3 2023 | 328 |
| Q4 2023 | 342 |
| Q1 2024 | 347 |
| Q2 2024 | 364 |
| Q3 2024 | 364 |
| Q4 2024 | 347 |
| Q1 2025 | 362 |
| Q2 2025 | 348 |
| Q3 2025 | 358 |
| Q4 2025 | 394 |
| Q1 2026 | 399 |
| Q2 2026 | 410 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 165 | 190 |
| Q4 2024 | 173 | 195 |
| Q1 2025 | 218 | 139 |
| Q2 2025 | 185 | 191 |
| Q3 2025 | 224 | 144 |
| Q4 2025 | 236 | 166 |
| Q1 2026 | 214 | 184 |
| Q2 2026 | 213 | 194 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $3.0m | $6.0m | 1.98 |
| Q4 2025 | $12.1m | $24.5m | 2.03 |
| Q1 2026 | $23.4m | $13.9m | 0.59 |
| Q2 2026 | $18.2m | $18.4m | 1.01 |
Biggest buyers
| PRUDENTIAL FINANCIAL INC | Added | +7.8m |
| AQR CAPITAL MANAGEMENT LLC | Added | +3.1m |
| FMR LLC | Added | +2.9m |
| MILLENNIUM MANAGEMENT LLC | Added | +2.2m |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | Added | +1.8m |
| Nuveen, LLC | Added | +1.7m |
| Jain Global LLC | New | +1.7m |
| JANE STREET GROUP, LLC | Added | +1.4m |
| PRINCIPAL FINANCIAL GROUP INC | New | +1.2m |
| Global Alpha Capital Management Ltd. | Added | +1.2m |
Biggest sellers
| CANADA PENSION PLAN INVESTMENT BOARD | Reduced | -6.7m |
| AMERICAN CENTURY COMPANIES INC | Reduced | -3.4m |
| RUSH ISLAND MANAGEMENT, LP | Sold out | -3.1m |
| CITADEL ADVISORS LLC | Reduced | -2.3m |
| Long Pond Capital, LP | Reduced | -1.8m |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | Reduced | -1.8m |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Reduced | -1.6m |
| UBS Group AG | Reduced | -1.4m |
| MORGAN STANLEY | Reduced | -1.3m |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -1.3m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $11.7m744.3k shares |
| CITADEL ADVISORS LLC | Unchanged | $2.1m130.5k shares |
| IMC-Chicago, LLC | Added | $1.3m83.5k shares |
| JANE STREET GROUP, LLC | Added | $1.2m73.5k shares |
| SIMPLEX TRADING, LLC | Added | $748.3k47.6k shares |
| GROUP ONE TRADING LLC | Reduced | $482.6k30.7k shares |
| Point72 Asset Management, L.P. | Reduced | $374.1k23.8k shares |
| Ancora Advisors LLC | Reduced | $240.0k1.0k shares |
| TUDOR INVESTMENT CORP ET AL | New | $160.3k10.2k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $10.7m679.8k shares |
| GROUP ONE TRADING LLC | Added | $2.1m136.6k shares |
| BANK OF MONTREAL /CAN/ | New | $2.0m129.8k shares |
| Point72 Asset Management, L.P. | Reduced | $1.2m73.7k shares |
| CITADEL ADVISORS LLC | Reduced | $1.1m71.8k shares |
| IMC-Chicago, LLC | Reduced | $682.2k43.4k shares |
| JANE STREET GROUP, LLC | New | $389.9k24.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $193.4k12.3k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-28 | 8.3% |
| FULLER & THALER ASSET MANAGEMENT, INC. 13G · institution +1.1 pts · filed 2026-02-17 | 6.1% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.3% |
| FMR LLC 13G · institution +1.4 pts · filed 2026-05-06 | 5.3% |
Fell to 5% or below in the last year: CANADA PENSION PLAN INVESTMENT BOARD (2.8%, 2026-08-14), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), COHEN & STEERS, INC. (4.1%, 2025-11-14)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 1 | $41.6k | — |
| Q1 2025 | 0 | — | 1 | $24.9k | — |
| Q2 2025 | 2 | $2.2m | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 1 | $18.2k | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 1 | $7.2k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-07-02 | Harris Robert E. SVP & Chief Accounting Oficer | Sold | $7.2k442 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio | 24.1m $378.7m | Added +343.3k |
| BlackRock, Inc. 0.01% of their portfolio | 22.3m $350.8m | Added +590.6k |
| FMR LLC 0.01% of their portfolio | 18.0m $282.6m | Added +2.9m |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.73% of their portfolio | 16.9m $266.3m | Reduced -111.7k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 12.8m $201.9m | Reduced -6.9k |
| APG Asset Management US Inc. 1.44% of their portfolio | 12.8m $205.4m | Unchanged |
| Ancora Advisors LLC 3.17% of their portfolio | 10.4m $164.0m | Reduced -1.2m |
| STATE STREET CORP 0.00% of their portfolio | 10.2m $163.1m | Reduced -157.3k |
| PRUDENTIAL FINANCIAL INC 0.14% of their portfolio | 8.1m $127.1m | Added +7.8m |
| CANADA PENSION PLAN INVESTMENT BOARD 0.07% of their portfolio | 8.1m $126.6m | Reduced -6.7m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 6.9m $108.4m | Added +283.5k |
| BAUPOST GROUP LLC/MA 1.98% of their portfolio | 6.8m $107.4m | Reduced -950.6k |
| Alyeska Investment Group, L.P. 0.23% of their portfolio | 5.6m $87.8m | Added +817.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 5.5m $86.9m | Added +68.2k |
| MILLENNIUM MANAGEMENT LLC 0.06% of their portfolio | 5.4m $84.4m | Added +2.2m |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 2.89% of their portfolio | 5.2m $81.3m | Reduced -1.8m |
| PRIVATE MANAGEMENT GROUP INC 1.94% of their portfolio | 4.7m $73.6m | Reduced -99.6k |
| MORGAN STANLEY 0.00% of their portfolio | 4.5m $70.2m | Reduced -1.3m |
| Global Alpha Capital Management Ltd. 4.04% of their portfolio | 4.3m $67.5m | Added +1.2m |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 4.2m $65.4m | Added +251.4k |
| DAVENPORT & Co LLC 0.32% of their portfolio | 4.0m $63.5m | Reduced -643.5k |
| NORGES BANK 0.01% of their portfolio | 3.9m $61.0m | Not comparable |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 3.7m $58.0m | Reduced -3.4m |
| REINHART PARTNERS, LLC. 1.31% of their portfolio | 3.7m $57.6m | Added +261.0k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.02% of their portfolio | 3.6m $61.1m | Added +521.7k |
| AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 3.5m $55.7m | Added +3.1m |
| PGGM Investments 1.28% of their portfolio | 3.3m $52.1m | Reduced -558.7k |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 3.2m $50.6m | Reduced -789.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 3.1m $48.1m | Added +7.6k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 2.9m $46.2m | Added +180.2k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 2.9m $45.2m | Reduced -585 |
| Nuveen, LLC 0.01% of their portfolio | 2.9m $45.2m | Added +1.7m |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC 0.38% of their portfolio | 2.9m $45.0m | Added +785.9k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 2.7m $42.7m | Reduced -1.3m |
| Long Pond Capital, LP 4.43% of their portfolio | 2.7m $42.2m | Reduced -1.8m |
| EARNEST PARTNERS LLC 0.14% of their portfolio | 2.4m $38.2m | Reduced -35.6k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 2.4m $38.1m | Reduced -307.4k |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 0.53% of their portfolio | 2.4m $38.0m | Added +1.8m |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 2.0m $30.9m | Added +306.3k |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 1.9m $30.4m | Added +1.4m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 1.9m $29.6m | Added +85.0k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 1.8m $28.5m | Added +43.4k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 1.8m $27.5m | Reduced -2.3m |
| Jain Global LLC 0.31% of their portfolio | 1.7m $26.3m | New |
| UBS Group AG 0.00% of their portfolio | 1.5m $24.2m | Reduced -1.4m |
| Legal & General Group Plc 0.00% of their portfolio | 1.5m $23.0m | Reduced -190.5k |
| Advisors Capital Management, LLC 0.21% of their portfolio | 1.3m $19.9m | Added +54.3k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 1.2m $18.9m | New |
| Invesco Ltd. 0.00% of their portfolio | 1.2m $18.2m | Reduced -95.1k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 982.5k $16.0m | Reduced -29.3k |
| Daiwa Securities Group Inc. 0.03% of their portfolio | 963.5k $15.1m | Added +844.2k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 919.7k $14.5m | Reduced -755.1k |
| Hudson Bay Capital Management LP 0.07% of their portfolio | 911.9k $14.3m | New |
| Point72 Asset Management, L.P. 0.02% of their portfolio | 860.9k $13.5m | Added +792.6k |
| Heitman Real Estate Securities LLC 0.84% of their portfolio | 829.1k $13.0m | Added +212.4k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio | 822.5k $12.9m | Reduced -1.6m |
| KENNEDY CAPITAL MANAGEMENT LLC 0.23% of their portfolio | 817.8k $12.9m | Added +134.1k |
| Woodline Partners LP 0.04% of their portfolio | 812.0k $12.8m | Reduced -826.3k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 792.8k $12.5m | Added +106.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 763.4k $12.0m | Reduced -221.3k |
| FLAX POND CAPITAL, LLC 3.58% of their portfolio | 710.8k $9.7m | Added +355.4k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 690.0k $10.8m | Reduced -33.6k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 673.3k $10.6m | Reduced -162.2k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 613.3k $9.6m | Added +580.8k |
| Gotham Asset Management, LLC 0.02% of their portfolio | 607.8k $9.6m | Reduced -85.8k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 585.2k $9.2m | Added +11.2k |
| Swiss National Bank 0.00% of their portfolio | 571.7k $9.0m | Added +10.2k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 570.2k $9.0m | New |
| Seven Post Investment Office LP 2.53% of their portfolio | 566.2k $8.9m | Added +10.3k |
| Quantinno Capital Management LP 0.01% of their portfolio | 553.9k $8.7m | Added +44.5k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 539.6k $8.5m | Added +5.6k |
| Rock Point Advisors, LLC 1.90% of their portfolio | 493.1k $7.8m | Reduced -2.0k |
| NOMURA ASSET MANAGEMENT CO LTD 0.02% of their portfolio | 467.4k $7.3m | Added +23.2k |
| ALGERT GLOBAL LLC 0.08% of their portfolio | 444.3k $7.0m | Added +409.1k |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 440.9k $7.0m | Added +173.3k |
| Hazelview Securities Inc. 0.99% of their portfolio | 439.9k $7.1m | Added +411.1k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 438.3k $5.0m | Reduced -83.1k |
| Asset Management One Co., Ltd. 0.02% of their portfolio | 408.5k $6.4m | Added +18.2k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.02% of their portfolio | 408.3k $6.4m | Reduced -3.4k |
| California Public Employees Retirement System 0.00% of their portfolio | 398.6k $6.3m | Added +9.7k |
| CAMBIAR INVESTORS LLC 0.26% of their portfolio | 376.6k $5.9m | Reduced -2.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 334.2k $5.3m | Added +5.1k |
| CITIGROUP INC 0.00% of their portfolio | 331.9k $5.2m | Reduced -286.9k |
| STRS OHIO 0.02% of their portfolio | 323.0k $5.1m | Reduced -204.6k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 309.1k $4.9m | Reduced -20.9k |
| Gillson Capital LP 0.28% of their portfolio | 302.0k $4.7m | New |
| Swedbank AB 0.00% of their portfolio | 300.0k $4.7m | Unchanged |
| State of New Jersey Common Pension Fund D 0.02% of their portfolio | 296.1k $4.7m | Reduced -54.7k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 294.5k $4.6m | Added +29.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 285.3k $4.5m | Added +28.4k |
| IEQ CAPITAL, LLC 0.02% of their portfolio | 275.6k $4.3m | New |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.02% of their portfolio | 272.5k $4.3m | Added +83.6k |
| Investment Management Corp of Ontario 0.05% of their portfolio | 266.9k $4.2m | Unchanged |
| Vanguard Investments Australia, Ltd. 0.01% of their portfolio | 264.7k $4.2m | Added +163 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 257.6k $4.0m | Reduced -7.6k |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% of their portfolio | 251.6k $4.0m | Unchanged |
| Federation des caisses Desjardins du Quebec 0.01% of their portfolio | 249.0k $3.9m | Added +20.6k |
| Carnegie Lake Advisors LLC 1.46% of their portfolio | 248.7k $3.9m | Added +13.4k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 245.5k $3.9m | Added +11.8k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 244.4k $3.8m | Reduced -15.7k |