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Americold Realty Trust, Inc.

COLD Real Estate
$14.88 $-0.24 (-1.59%)
Market Cap: $4.25 B
Gurus Holding
5
Popularity Rank
#1688
% of Shares Held
4.47%
Net Activity (Q2 2026)
+$33.1 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 Q2 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $189.92 M.

Top institutional holders include Seth Klarman and Cliff Asness.

Institutional sentiment is currently Bullish. This is evidenced by a $33.1 M net inflow during the quarter.

Recent activity highlights Steven Cohen who dramatically increased their stake. Conversely, Renaissance Technologies (RenTech) reduced exposure by 45.1%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q2 2026)

+$61.26 M
Total Buy Value
New Buys 0
Additions 2
-$28.16 M
Total Sell Value
Reductions 3
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
3
Net Buyers
2

FAQs for Americold Realty Trust, Inc. (COLD)

Major holders include Seth Klarman ($107.37 M), Cliff Asness ($55.73 M), Renaissance Technologies (RenTech) ($14.46 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 12.76 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $33.1 M, with 2 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited COLD. The total reported sell value was $28.16 M.

Yes, 0 managers opened new positions in COLD, and 2 increased their existing holdings. The total reported buy value was $61.26 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.98% Reduce -12.2% 6,830,230 $107.37 M Q2 2026
0.02% Add 704.4% 3,545,164 $55.73 M Q2 2026
0.02% Reduce -45.1% 919,700 $14.46 M Q2 2026
0.01% Add 1160.7% 860,862 $13.53 M Q2 2026
0.02% Reduce -12.4% 607,817 $9.55 M Q2 2026
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