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 ($6.9m this quarter). Holder counts are more reliable. Shares outstanding: 285.3m as of 2026-05-05, 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 ≈ $11.47. Options: 10 managers hold calls ($23.4m notional), 8 hold puts ($13.9m).
Trends to Q1 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 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 202 | 178 |
| 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 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $7.4m | $6.3m | 0.86 |
| Q3 2025 | $3.0m | $6.0m | 1.98 |
| Q4 2025 | $12.1m | $24.5m | 2.03 |
| Q1 2026 | $23.4m | $13.9m | 0.59 |
Biggest buyers
| CANADA PENSION PLAN INVESTMENT BOARD | Added | +8.7m |
| BAUPOST GROUP LLC/MA | Added | +4.3m |
| FMR LLC | Added | +4.1m |
| REINHART PARTNERS, LLC. | Added | +3.1m |
| MILLENNIUM MANAGEMENT LLC | Added | +3.0m |
| Advisors Capital Management, LLC | New | +1.2m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Added | +764.6k |
| APG Asset Management US Inc. | Added | +684.6k |
| Global Alpha Capital Management Ltd. | Added | +639.1k |
| STIFEL FINANCIAL CORP | Added | +604.4k |
Biggest sellers
| FULLER & THALER ASSET MANAGEMENT, INC. | Reduced | -17.5m |
| COHEN & STEERS, INC. | Reduced | -10.0m |
| HighTower Advisors, LLC | Reduced | -1.5m |
| Daiwa Securities Group Inc. | Reduced | -1.5m |
| ANTIPODES PARTNERS Ltd | Reduced | -1.4m |
| BANK OF AMERICA CORP /DE/ | Reduced | -1.4m |
| Long Pond Capital, LP | Reduced | -1.3m |
| GOLDMAN SACHS GROUP INC | Reduced | -1.1m |
| STOREBRAND ASSET MANAGEMENT AS | Reduced | -983.2k |
| Schonfeld Strategic Advisors LLC | Sold out | -977.6k |
Biggest calls
| Vision Capital Corp | New | $12.3m1.1m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $5.6m491.3k shares |
| Point72 Asset Management, L.P. | Reduced | $1.8m160.0k shares |
| CITADEL ADVISORS LLC | Added | $1.5m130.5k shares |
| IMC-Chicago, LLC | Reduced | $655.5k57.2k shares |
| GROUP ONE TRADING LLC | Added | $570.7k49.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $267.0k23.3k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $244.1k21.3k shares |
| Ancora Advisors LLC | New | $218.4k2.4k shares |
| JANE STREET GROUP, LLC | Added | $209.7k18.3k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $7.6m659.7k shares |
| CITADEL ADVISORS LLC | Reduced | $2.2m192.3k shares |
| Point72 Asset Management, L.P. | Added | $1.8m153.4k shares |
| IMC-Chicago, LLC | Added | $896.2k78.2k shares |
| SIMPLEX TRADING, LLC | Added | $856.1k74.7k shares |
| D. E. Shaw & Co., Inc. | Reduced | $350.7k30.6k shares |
| GROUP ONE TRADING LLC | Reduced | $182.2k15.9k shares |
| Ancora Advisors LLC | New | $59.1k479 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 in Q1 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 |
|---|---|---|---|---|---|
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| 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 | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-16 | Harris Robert E. Chief Accounting Officer | Sold | $7.6k665 shares |
| 2026-03-08 | Harris Robert E. Chief Accounting Officer | Sold | $10.6k887 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, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 23.7m $272.2m | First filing |
| BlackRock, Inc. 0.00% of their portfolio | 21.7m $249.0m | Reduced -546.9k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.66% of their portfolio | 17.1m $195.4m | Reduced -17.5m |
| FMR LLC 0.01% of their portfolio | 15.1m $173.3m | Added +4.1m |
| CANADA PENSION PLAN INVESTMENT BOARD 0.11% of their portfolio | 14.7m $168.8m | Added +8.7m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 12.9m $147.3m | First filing |
| APG Asset Management US Inc. 1.11% of their portfolio | 12.8m $144.0m | Added +684.6k |
| Ancora Advisors LLC 2.84% of their portfolio | 11.6m $133.1m | Added +89.9k |
| STATE STREET CORP 0.00% of their portfolio | 10.4m $121.4m | Reduced -329.7k |
| BAUPOST GROUP LLC/MA 1.74% of their portfolio | 7.8m $89.2m | Added +4.3m |
| AMERICAN CENTURY COMPANIES INC 0.04% of their portfolio | 7.1m $81.8m | Reduced -774.8k |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 3.15% of their portfolio | 7.0m $79.8m | Added +157.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 6.6m $75.8m | Added +764.6k |
| MORGAN STANLEY 0.00% of their portfolio | 5.8m $66.1m | Added +440.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 5.5m $62.6m | Added +64.1k |
| PRIVATE MANAGEMENT GROUP INC 1.58% of their portfolio | 4.8m $54.8m | Added +67.8k |
| Alyeska Investment Group, L.P. 0.15% of their portfolio | 4.8m $54.6m | Reduced -343.5k |
| DAVENPORT & Co LLC 0.30% of their portfolio | 4.7m $53.7m | Added +228.5k |
| Long Pond Capital, LP 5.27% of their portfolio | 4.5m $51.5m | Reduced -1.3m |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 4.0m $46.2m | Reduced -404.7k |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 4.0m $45.9m | Added +18.0k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 4.0m $45.9m | Added +296.2k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 3.9m $44.8m | Reduced -1.1m |
| PGGM Investments 0.78% of their portfolio | 3.9m $44.4m | Reduced -746.6k |
| REINHART PARTNERS, LLC. 1.12% of their portfolio | 3.4m $39.0m | Added +3.1m |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 3.2m $36.3m | Added +3.0m |
| RUSH ISLAND MANAGEMENT, LP 2.38% of their portfolio | 3.1m $35.5m | Added +168.7k |
| Global Alpha Capital Management Ltd. 2.13% of their portfolio | 3.1m $35.4m | Added +639.1k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 3.1m $37.6m | Reduced -231.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 3.1m $35.0m | Reduced -1.4m |
| UBS Group AG 0.01% of their portfolio | 3.0m $34.1m | Reduced -64.5k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 2.9m $33.0m | Added +40.1k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 2.8m $31.6m | Added +84.8k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 2.7m $31.3m | Reduced -104.9k |
| EARNEST PARTNERS LLC 0.12% of their portfolio | 2.5m $28.2m | Reduced -11.4k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.09% of their portfolio | 2.4m $27.8m | Reduced -447.9k |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC 0.25% of their portfolio | 2.1m $23.8m | Reduced -242.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 1.8m $20.6m | Added +31.0k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 1.8m $20.3m | First filing |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 1.7m $19.6m | Reduced -365.2k |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 1.7m $19.2m | Added +52.8k |
| Legal & General Group Plc 0.00% of their portfolio | 1.7m $18.9m | Reduced -117.8k |
| Woodline Partners LP 0.07% of their portfolio | 1.6m $18.8m | Added +246.9k |
| Invesco Ltd. 0.00% of their portfolio | 1.3m $14.3m | Reduced -193.4k |
| Advisors Capital Management, LLC 0.16% of their portfolio | 1.2m $13.9m | New |
| Nuveen, LLC 0.00% of their portfolio | 1.2m $13.5m | Reduced -47.8k |
| ANTIPODES PARTNERS Ltd 0.26% of their portfolio | 1.2m $13.3m | Reduced -1.4m |
| HRT FINANCIAL LP 0.05% of their portfolio | 1.1m $13.0m | Added +249.6k |
| Conversant Capital LLC 1.69% of their portfolio | 1.1m $12.6m | Reduced -400.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.0m $11.6m | Reduced -52.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 984.7k $11.3m | Added +348.7k |
| SG Americas Securities, LLC 0.01% of their portfolio | 902.4k $10.3m | Added +115.6k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 835.5k $9.6m | Reduced -615.1k |
| STOREBRAND ASSET MANAGEMENT AS 0.03% of their portfolio | 814.3k $9.3m | Reduced -983.2k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 723.6k $8.3m | Added +39.8k |
| Gotham Asset Management, LLC 0.02% of their portfolio | 693.6k $7.9m | Reduced -513.0k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 686.9k $7.9m | Added +604.4k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.17% of their portfolio | 683.7k $7.8m | Reduced -11.1k |
| Adelante Capital Management LLC 0.53% of their portfolio | 671.0k $7.7m | Added +671 |
| Aristotle Capital Boston, LLC 0.45% of their portfolio | 633.8k $7.3m | Reduced -96.0k |
| CITIGROUP INC 0.00% of their portfolio | 618.8k $7.1m | Added +309.4k |
| Heitman Real Estate Securities LLC 0.51% of their portfolio | 616.7k $7.1m | Reduced -184.1k |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 0.10% of their portfolio | 600.4k $6.9m | Reduced -152.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 574.0k $6.6m | Added +110.5k |
| Swiss National Bank 0.00% of their portfolio | 561.5k $6.4m | Unchanged |
| Seven Post Investment Office LP 2.06% of their portfolio | 555.9k $6.4m | Unchanged |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 534.0k $6.1m | Added +4.1k |
| STRS OHIO 0.02% of their portfolio | 527.6k $6.0m | Reduced -25.7k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 521.4k $6.7m | Added +78.2k |
| Anson Funds Management LP 0.38% of their portfolio | 518.0k $5.9m | New |
| Quantinno Capital Management LP 0.01% of their portfolio | 509.4k $5.8m | Added +39.1k |
| Rock Point Advisors, LLC 1.54% of their portfolio | 495.1k $5.7m | Added +6.4k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 488.3k $5.6m | New |
| CHILTON CAPITAL MANAGEMENT LLC 0.19% of their portfolio | 470.2k $5.5m | Added +15.3k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 453.7k $5.2m | Reduced -27.1k |
| NOMURA ASSET MANAGEMENT CO LTD 0.01% of their portfolio | 444.2k $5.1m | Added +16.1k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 440.7k $5.1m | Added +134.6k |
| Presima Securities ULC 2.75% of their portfolio | 428.4k $4.9m | Unchanged |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.02% of their portfolio | 411.7k $4.7m | Reduced -69.2k |
| Asset Management One Co., Ltd. 0.01% of their portfolio | 390.2k $4.5m | Reduced -8.6k |
| California Public Employees Retirement System 0.00% of their portfolio | 388.9k $4.5m | Reduced -128.3k |
| Bayhunt Capital LLC 4.68% of their portfolio | 384.6k $4.9m | Reduced -270.1k |
| Bayberry Capital Partners LP 1.44% of their portfolio | 381.3k $4.4m | New |
| CAMBIAR INVESTORS LLC 0.20% of their portfolio | 379.3k $4.3m | Reduced -73.0k |
| Holocene Advisors, LP 0.01% of their portfolio | 373.1k $4.3m | New |
| Fund 1 Investments, LLC 0.54% of their portfolio | 360.0k $4.1m | New |
| FLAX POND CAPITAL, LLC 3.28% of their portfolio | 355.4k $4.1m | Added +250 |
| State of New Jersey Common Pension Fund D 0.02% of their portfolio | 350.8k $4.0m | Reduced -37.6k |
| BARINGTON COMPANIES MANAGEMENT, LLC 3.26% of their portfolio | 350.0k $4.0m | Added +50.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 336.7k $3.9m | Added +116.5k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 330.1k $3.8m | Reduced -17.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 329.0k $3.8m | Added +58.6k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 323.4k $3.7m | Reduced -1.7k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 304.4k $3.5m | Reduced -478.7k |
| Swedbank AB 0.00% of their portfolio | 300.0k $3.4m | Reduced -81.0k |
| Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio | 280.6k $3.2m | Added +221.0k |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 267.6k $2.9m | Added +194.9k |
| Investment Management Corp of Ontario 0.04% of their portfolio | 266.9k $3.1m | Unchanged |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 265.2k $3.0m | Unchanged |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 264.6k $3.0m | First filing |