COLDNYSEReal Estate Investment TrustsFiscal year ends December 31
AMERICOLD REALTY TRUST
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$13.72−0.10 (-0.72%)
Close on Oct 19, 2026
- Market cap
- $3.94B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
311M of 285M shares
Institutional holders
410
70 new, 54 sold out
Net institutional buying
-2M
In Q2 2026
Insider trades, 12 months
0 buys · 4 sales
Net sold $25.39K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Portfolio Management | 23,783,041 | 8.34% | 13G (passive) | Mar 31, 2026 |
| Norges Bank (The Central Bank Of Norway) | 22,367,930 | 7.89% | 13G (passive) amendment | Dec 31, 2023 |
| BlackRock, Inc. | 18,784,934 | 6.60% | 13G (passive) amendment | Dec 31, 2023 |
| Fuller & Thaler Asset Management, Inc. | 17,295,173 | 6.07% | 13G (passive) amendment | Dec 31, 2025 |
| Vanguard Capital Management | 15,227,554 | 5.34% | 13G (passive) | Mar 31, 2026 |
| Abigail P. Johnson | 15,121,275 | 5.30% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of COLD | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Vanguard Portfolio Management LLC | 24,091,636 | 8.44% | $378.72M | +343,335 | 0.02% |
| BlackRock, Inc. | 22,317,857 | 7.82% | $350.84M | +590,616 | 0.01% |
| FMR LLC | 17,974,552 | 6.30% | $282.56M | +2,853,277 | 0.01% |
| Fuller & Thaler Asset Management, Inc. | 16,939,780 | 5.93% | $266.29M | −111,737 | 0.73% |
| Vanguard Capital Management LLC | 12,845,009 | 4.50% | $201.92M | −6,899 | 0.00% |
| APG Asset Management US Inc. | 12,824,285 | 4.49% | $205.45M | – | 1.44% |
| Ancora Advisors, LLC | 10,430,165 | 3.65% | $163.96M | −1,188,337 | 3.16% |
| State Street Corp | 10,226,580 | 3.58% | $163.10M | −157,298 | 0.00% |
| Prudential Financial Inc | 8,086,099 | 2.83% | $127.11M | +7,762,736 | 0.14% |
| Canada Pension Plan Investment Board | 8,051,165 | 2.82% | $126.56M | −6,675,200 | 0.07% |
| Charles Schwab Investment Management Inc | 6,897,777 | 2.42% | $108.43M | +283,459 | 0.01% |
| Baupost Group LLC/Ma | 6,830,230 | 2.39% | $107.37K | −950,570 | 1.98% |
| Alyeska Investment Group, L.P. | 5,583,153 | 1.96% | $87.77M | +817,860 | 0.23% |
| Geode Capital Management, LLC | 5,525,554 | 1.94% | $86.88M | +68,222 | 0.00% |
| Millennium Management LLC | 5,371,452 | 1.88% | $84.44M | +2,201,709 | 0.03% |
| Lasalle Investment Management Securities LLC | 5,170,246 | 1.81% | $81.28M | −1,792,337 | 2.89% |
| Private Management Group Inc | 4,679,920 | 1.64% | $73.57M | −99,591 | 1.94% |
| Morgan Stanley | 4,465,160 | 1.56% | $70.19M | −1,306,063 | 0.00% |
| Global Alpha Capital Management Ltd. | 4,291,891 | 1.50% | $67.47M | +1,199,314 | 4.04% |
| Goldman Sachs Group Inc | 4,159,030 | 1.46% | $65.38M | +251,422 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 410 | 311M | 100.0% | 70 / 148 | 140 / 54 | 43M | 45M |
| Q1 2026 | 399 | 314M | 100.0% | 68 / 154 | 128 / 58 | 76M | 63M |
| Q4 2025 | 394 | 340M | 100.0% | 104 / 147 | 106 / 58 | 89M | 43M |
| Q3 2025 | 356 | 294M | 100.0% | 64 / 160 | 93 / 52 | 55M | 63M |
| Q2 2025 | 346 | 303M | 100.0% | 49 / 139 | 129 / 62 | 41M | 36M |
| Q1 2025 | 361 | 298M | 100.0% | 55 / 169 | 104 / 36 | 36M | 34M |
| Q4 2024 | 347 | 298M | 100.0% | 59 / 127 | 127 / 69 | 29M | 28M |
| Q3 2024 | 364 | 298M | 100.0% | 47 / 124 | 146 / 45 | 49M | 22M |
| Q2 2024 | 364 | 290M | 100.0% | 75 / 132 | 126 / 53 | 30M | 31M |
| Q1 2024 | 347 | 292M | 100.0% | 59 / 145 | 117 / 53 | 42M | 44M |
| Q4 2023 | 342 | 293M | 100.0% | 61 / 125 | 130 / 42 | 33M | 34M |
| Q3 2023 | 328 | 295M | 100.0% | 36 / 115 | 131 / 32 | 30M | 15M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of COLD | Value | % of fund | As of |
|---|---|---|---|---|---|
| Undiscovered Managers Behavioral Value Fund | 12,522,579 | 4.39% | $196.85M | 2.18% | Jun 30, 2026 |
| Vanguard Real Estate Index Fund | 10,835,375 | 3.80% | $152.67M | 0.21% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 9,048,144 | 3.17% | $142.24M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 6,546,118 | 2.29% | $102.90M | 0.05% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 4,144,851 | 1.45% | $65.16M | 0.10% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 3,274,793 | 1.15% | $51.48M | 0.05% | Jun 30, 2026 |
| Fidelity Stock Selector Small Cap Fund | 3,079,400 | 1.08% | $43.39M | 0.59% | Jul 31, 2026 |
| Real Estate Securities Fund | 2,389,210 | 0.84% | $33.66M | 0.48% | Jul 31, 2026 |
| Schwab U.S. REIT ETF | 2,015,461 | 0.71% | $31.62M | 0.32% | May 31, 2026 |
| Small Cap Value Fund | 1,950,000 | 0.68% | $30.65M | 1.01% | Jun 30, 2026 |
| Davenport Small Cap Focus Fund | 1,938,890 | 0.68% | $30.48M | 4.86% | Jun 30, 2026 |
| Vanguard Real Estate Ii Index Fund | 1,901,839 | 0.67% | $26.80M | 0.24% | Jul 31, 2026 |
| Fidelity Series Small Cap Opportunities Fund | 1,725,300 | 0.60% | $24.31M | 0.51% | Jul 31, 2026 |
| Fidelity Real Estate Investment Portfolio | 1,629,401 | 0.57% | $22.96M | 0.67% | Jul 31, 2026 |
| Fidelity SAI Real Estate Fund | 1,525,314 | 0.53% | $21.49M | 0.67% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Robert Scott Chambers | Chief Executive Officer, Director | 0 | – | Mar 10, 2026 |
| George F. Chappelle Jr. | Chief Executive Officer, Director | 110,000 | 0.04% | May 14, 2025 |
| Robert E. Harris | SVP & Chief Accounting Oficer | 9,408 | 0.00% | Jul 6, 2026 |
| Richard Charles Winnall | President, International | 66,736 | 0.02% | Jul 6, 2026 |
| Michael Bryan Verbarendse | President, Americas | – | – | Mar 10, 2026 |
| Nathan H. Harwell | Chief Legal & People Officer | – | – | Mar 10, 2026 |
| Russell Scott Henderson | Chief Investment Officer | – | – | Mar 10, 2026 |
| Christopher J. Papa | Chief Financial Officer | – | – | Mar 10, 2026 |
| Jay Wells | EVP & CFO | 10,000 | 0.00% | May 13, 2025 |
| Samantha L. Charleston | EVP & Chief Human Resources Of | – | – | Mar 18, 2025 |
| Mark R. Patterson | Director | 21,207 | 0.01% | May 20, 2026 |
| David J. Neithercut | Director | 0 | – | May 20, 2026 |
| Joseph E. Reece | Director | 10,000 | 0.00% | May 20, 2026 |
| Andrew Power | Director | 14,957 | 0.01% | May 20, 2026 |
| Kelly Hefner Barrett | Director | 43,016 | 0.02% | May 20, 2026 |
| Antonio F. Fernandez | Director | 2,991 | 0.00% | May 20, 2026 |
| Realty Trust Americold | Director | 23,059 | 0.01% | May 20, 2026 |
| Stephen R. Sleigh | Director | – | – | May 20, 2026 |
| George J. Alburger Jr | Director | 14,957 | 0.01% | May 22, 2025 |
| Robert L. Bass | Director | – | – | May 22, 2025 |
| Pamela K. Kohn | Director | 12,935 | 0.00% | May 22, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Robert E. Harris SVP & Chief Accounting Oficer | Jul 2, 2026 | Sale | −442 | $16.27 | $7.19K | 9,408 |
| Robert E. Harris SVP & Chief Accounting Oficer | Jul 1, 2026 | Option exercise | +1,516 | – | – | 9,850 |
| Richard Charles Winnall President, International | Jul 1, 2026 | Option exercise | +7,018 | – | – | 66,736 |
| Richard Charles Winnall President, International | Jun 2, 2026 | Option exercise | +2,533 | – | – | 59,718 |
| Kelly Hefner Barrett Director | May 20, 2026 | Option exercise | +10,124 | – | – | 43,016 |
| Realty Trust Americold Director | May 20, 2026 | Option exercise | +10,124 | – | – | 23,059 |
| Robert E. Harris Chief Accounting Officer | Mar 16, 2026 | Sale | −665 | $11.40 | $7.58K | 8,334 |
| Robert E. Harris Chief Accounting Officer | Mar 14, 2026 | Option exercise | +1,949 | – | – | 8,999 |
| Richard Charles Winnall President, International | Mar 14, 2026 | Option exercise | +4,667 | – | – | 57,175 |
| Richard Charles Winnall President, International | Mar 8, 2026 | Option exercise | +2,695 | – | – | 48,703 |
| Richard Charles Winnall President, International | Mar 8, 2026 | Option exercise | +3,805 | – | – | 52,508 |
| Robert E. Harris Chief Accounting Officer | Mar 8, 2026 | Option exercise | +1,584 | – | – | 7,629 |
| Robert E. Harris Chief Accounting Officer | Mar 8, 2026 | Option exercise | +842 | – | – | 6,353 |
| Robert E. Harris Chief Accounting Officer | Mar 8, 2026 | Sale | −308 | $11.97 | $3.69K | 6,045 |
| Robert E. Harris Chief Accounting Officer | Mar 8, 2026 | Sale | −579 | $11.97 | $6.93K | 7,050 |
| Richard Charles Winnall President, International | Jul 1, 2025 | Option exercise | +7,017 | – | – | 46,008 |
| Robert E. Harris SVP & Chief Accounting Oficer | Jul 1, 2025 | Tax withholding | −451 | $16.65 | $7.51K | 5,511 |
| Robert E. Harris SVP & Chief Accounting Oficer | Jul 1, 2025 | Award | +1,516 | – | – | 5,962 |
| Pamela K. Kohn Director | May 20, 2025 | Option exercise | +6,917 | – | – | 12,935 |
| Kelly Hefner Barrett Director | May 20, 2025 | Option exercise | +6,917 | – | – | 32,892 |
| George F. Chappelle Jr. Chief Executive Officer, Director | May 12, 2025 | Buy | +110,000 | $17.99 | $1.98M | 110,000 |
| Jay Wells EVP & CFO | May 12, 2025 | Buy | +10,000 | $17.91 | $179.10K | 10,000 |
| Richard Charles Winnall See remarks | Mar 8, 2025 | Option exercise | +7,734 | – | – | 38,991 |
| Robert E. Harris SVP & Chief Accounting Oficer | Mar 8, 2025 | Sale | −1,098 | $22.68 | $24.90K | 4,446 |
| Robert E. Harris SVP & Chief Accounting Oficer | Mar 8, 2025 | Option exercise | +3,042 | – | – | 5,544 |
| Richard Charles Winnall See remarks | Jan 8, 2025 | Option exercise | +2,110 | – | – | 31,257 |
| Robert E. Harris SVP & Chief Accounting Oficer | Jan 8, 2025 | Option exercise | +1,055 | – | – | 2,892 |
| Robert E. Harris SVP & Chief Accounting Oficer | Jan 8, 2025 | Tax withholding | −390 | $21.17 | $8.26K | 2,502 |
| Robert E. Harris SVP & Chief Accounting Oficer | Dec 5, 2024 | Sale | −775 | $22.64 | $17.55K | 2,898 |
| Robert E. Harris SVP & Chief Accounting Oficer | Dec 5, 2024 | Sale | −1,061 | $22.64 | $24.02K | 1,837 |
| Robert E. Harris SVP & Chief Accounting Oficer | Aug 15, 2024 | Tax withholding | −473 | $28.20 | $13.34K | 3,673 |
| Robert E. Harris SVP & Chief Accounting Oficer | Aug 15, 2024 | Option exercise | +1,582 | $28.20 | $44.61K | 4,146 |
| Pamela K. Kohn Director | May 16, 2024 | Option exercise | +6,018 | $24.76 | $149.01K | 12,036 |
| Kelly Hefner Barrett Director | May 16, 2024 | Option exercise | +6,018 | $24.76 | $149.01K | 12,036 |
| Thomas C. Novosel See Remarks | Mar 11, 2024 | Tax withholding | −436 | $26.28 | $11.46K | 5,409 |
| Thomas C. Novosel See Remarks | Mar 11, 2024 | Tax withholding | −389 | $26.28 | $10.22K | 7,420 |
| Thomas C. Novosel See Remarks | Mar 11, 2024 | Tax withholding | −545 | $26.28 | $14.32K | 6,406 |
| Richard Charles Winnall See remarks | Mar 8, 2024 | Option exercise | +2,694 | – | – | 29,147 |
| Richard Charles Winnall See remarks | Mar 8, 2024 | Option exercise | +1,234 | – | – | 26,453 |
| Richard Charles Winnall See remarks | Mar 8, 2024 | Option exercise | +984 | – | – | 25,219 |
| Thomas C. Novosel See Remarks | Mar 8, 2024 | Option exercise | +1,229 | – | – | 5,845 |
| Thomas C. Novosel See Remarks | Mar 8, 2024 | Option exercise | +1,542 | – | – | 6,951 |
| Thomas C. Novosel See Remarks | Mar 8, 2024 | Option exercise | +1,403 | – | – | 7,809 |
| Richard Charles Winnall See remarks | Jan 8, 2024 | Option exercise | +1,652 | – | – | 24,235 |
| Thomas C. Novosel See Remarks | Dec 6, 2023 | Sale | −6,000 | $28.36 | $170.16K | 4,616 |
| Robert Scott Chambers EVP, Chief Commercial Officer | Nov 28, 2023 | Sale | −9,100 | $28.22 | $256.80K | 0 |
| Richard Charles Winnall See remarks | Nov 13, 2023 | Option exercise | +2,000 | – | – | 22,583 |
| Thomas C. Novosel See Remarks | Nov 13, 2023 | Tax withholding | −1,263 | $25.08 | $31.68K | 10,616 |
| Thomas C. Novosel See Remarks | Nov 13, 2023 | Option exercise | +4,100 | $25.08 | $102.83K | 11,879 |
| Kelly Hefner Barrett Director | May 16, 2023 | Option exercise | +4,810 | $29.08 | $139.87K | 19,957 |
| Thomas C. Novosel See Remarks | Mar 8, 2023 | Tax withholding | −474 | $29.69 | $14.07K | 5,927 |
| Thomas C. Novosel See Remarks | Mar 8, 2023 | Option exercise | +1,325 | – | – | 6,401 |
| Thomas C. Novosel See Remarks | Mar 8, 2023 | Option exercise | +1,542 | – | – | 7,469 |
| Thomas C. Novosel See Remarks | Mar 8, 2023 | Tax withholding | −479 | $29.69 | $14.22K | 6,990 |
| Thomas C. Novosel See Remarks | Mar 8, 2023 | Option exercise | +1,229 | – | – | 8,219 |
| Thomas C. Novosel See Remarks | Mar 8, 2023 | Tax withholding | −440 | $29.69 | $13.06K | 7,779 |
| Richard Charles Winnall See remarks | Mar 8, 2023 | Option exercise | +1,233 | – | – | 20,583 |
| Richard Charles Winnall See remarks | Mar 8, 2023 | Option exercise | +983 | – | – | 19,350 |
| Richard Charles Winnall See remarks | Mar 8, 2023 | Option exercise | +1,061 | – | – | 18,367 |
| Richard Charles Winnall See remarks | Jan 8, 2023 | Award | +2,637 | – | – | 17,306 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Robert E. Harris Officer | Jul 2, 2026 | 442 | $7.19K | Jul 2, 2026 | Restricted Stock Vesting |
| Robert E. Harris Officer | Mar 16, 2026 | 665 | $7.58K | Mar 16, 2026 | Restricted Stock Vesting |
| Robert E. Harris Officer | Mar 9, 2026 | 887 | $10.62K | Mar 9, 2026 | Restricted Stock Vesting |
| Robert E. Harris Officer | Jul 2, 2025 | 451 | $7.53K | Jul 2, 2025 | Restricted Stock Vesting |
| Robert E. Harris Officer | Mar 10, 2025 | 1,098 | $24.25K | Mar 10, 2025 | Restricted Stock Vesting |
| Robert E. Harris Officer | Dec 5, 2024 | 1,836 | $41.57K | Dec 5, 2024 | ESPP Purchase |
| Thomas C. Novosel former employee | May 17, 2024 | 7,420 | $703.28M | May 17, 2024 | employee compensation |
| Thomas C. Novosel Officer | Mar 11, 2024 | 1,370 | $35.83K | Mar 11, 2024 | Restricted Stock Vesting |
| Robert Scott Chambers Officer | Nov 28, 2023 | 9,100 | $256.88K | Nov 28, 2023 | Restricted Stock Vesting |
| Thomas C. Novosel Officer | Nov 13, 2023 | 1,263 | $30.91K | Nov 13, 2023 | Restricted Stock Vesting |