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NYSE · Real Estate

AMERICOLD REALTY TRUST INC COLD

Americold Realty Trust is the world's leading temperature-controlled warehousing and logistics REIT. It operates more than 150 cold chain warehouses mainly in the United States and around the world, with a total storage capacity of nearly 924 million cubic feet, and provides warehousing, transportation and logistics services for the food industry chain. As an industrial REIT, its investment analysis focuses on asset portfolio quality, occupancy rates, lease terms and cash dividend capabilities, and needs to track changes in food cold chain demand and the interest rate environment.

Sources Company annual reports / financials annualreports.com
Real Estate Investment Trusts

Company profile

Business mix

  • The company owns and operates more than 150 temperature-controlled warehouses, providing warehousing and logistics solutions to food manufacturers, processors, retailers, etc., and is a key infrastructure connecting the food supply chain.
  • Revenue mainly comes from warehouse leasing and related value-added services. Most of its customers are large food companies. The leases usually last for 5-15 years and the cash flow is relatively stable.
  • The total global network storage capacity is approximately 924 million cubic feet, with deployment in the United States, Europe, and Asia-Pacific. The advantage of scale constitutes a competitive barrier.

Current key questions

  • Rising interest rates push up financing costs, which may affect asset valuations and the pace of acquisition expansion, while an economic slowdown may cause storage demand to fluctuate.
  • Energy efficiency and labor cost control are key to operations, and investments in automation levels impact long-term profitability.
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE N/A FCF N/A Buyback -0.35%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baupost Group Seth Klarman 1.7% $89,168 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 1 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $89,168 Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares New +7,780,800 / 0
Baupost Group Seth Klarman 3 filing periods
13F 2025-09-30 Filed 2025-11-13
New Shares - 13F value change +$44,064
13F 2025-12-31 Filed 2026-02-13
Minor reduction Shares -3.5% 13F value change +$633
13F 2026-03-31 Filed 2026-05-14
Major increase Shares 123.9% 13F value change +$44,471
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 0 Last 4 periods +7,780,800 (New) Total shares 7,780,800 Value $89,168

Recent mentions

No public mentions.