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Americold Realty Trust, Inc.

COLD Real Estate
$14.59 $-0.32 (-2.15%)
Market Cap: $4.16 B
Gurus Holding
4
Popularity Rank
#2137
% of Shares Held
3.84%
Net Activity (Q1 2026)
+$49.8 M

Guru Ownership Trend

Guru Analysis for Americold Realty Trust, Inc. (COLD)

Americold Realty Trust, Inc. (COLD), a key player in the Real Estate sector, continues to attract institutional attention.

As of Q1 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $160.03 M.

Top institutional holders include Seth Klarman and Renaissance Technologies (RenTech).

Institutional sentiment is currently Bullish. This is evidenced by a $49.8 M net inflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 169.2%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$49.94 M
Total Buy Value
New Buys 0
Additions 2
-$142,617
Total Sell Value
Reductions 0
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
1
Net Buyers
2

FAQs for Americold Realty Trust, Inc. (COLD)

Major holders include Seth Klarman ($89.17 M), Renaissance Technologies (RenTech) ($19.19 M), Joel Greenblatt ($15.52 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 10.97 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $49.8 M, with 2 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 0 managers trimmed their positions, while 1 fully exited COLD. The total reported sell value was $142,617.

Yes, 0 managers opened new positions in COLD, and 2 increased their existing holdings. The total reported buy value was $49.94 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.74% Add 123.9% 7,780,800 $89.17 M Q1 2026
0.03% Add 3.3% 1,674,800 $19.19 M Q1 2026
0.06% Add 169.2% 1,206,681 $15.52 M Q4 2025
0.00% Add 82.4% 306,073 $3.94 M Q4 2025
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