InvestorLens

COLD — AMERICOLD REALTY TRUST INC

Real Estate · REIT - Industrial

Sign in to save5 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying COLD?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
60
Institutional Conviction
Mixed · 3 buying vs 2 selling last quarter
46
Macro Tailwind
Macro conditions are mixed for this sector
48
Why? — Evidence & Confidence ▾

Of 5 tracked investors who changed their COLD position last quarter, 3 bought and 2 sold (60% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 48/100 in a Overheat regime).

Supporting evidence
  • +3 tracked investors added or increased positions last quarter (Paul Tudor Jones, Izzy Englander, Steve Cohen)
  • +5 tracked investors reported holding COLD at their latest filing
Contradicting evidence — always shown
  • −2 tracked investors reduced or exited last quarter (2 reduced, 0 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/19/2026.

About AMERICOLD REALTY TRUST INC (COLD)

AMERICOLD REALTY TRUST INC (COLD) appears in the most recent 13F filings of 5 tracked institutional investors. AMERICOLD REALTY TRUST INC is classified in the Real Estate sector (REIT - Industrial industry). The largest disclosed position is held by Seth Klarman (Baupost Group), valued at $107M. Across recent filings, tracked investors recorded 8 new positions, 8 increased, 10 reduced, and 3 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in COLD

55
/100
Mixed Activity
Added / Increased16
Reduced10
Exited3
BearishBullish
Crowded Trade Score™

How many top investors track COLD

33
/100
Emerging Interest
5investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

COLD Ownership Composition

How AMERICOLD REALTY TRUST INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
55% of tracked value
Institutions
5
tracked investors
Total Reported
$237.8M
combined 13F value
Types3
  • Multi-Strategy / Quant54.8%
  • Value & Distressed45.2%
  • Macro0.1%
Multi-Strategy / Quant(3)
54.8%
Value & Distressed(1)
45.2%
Macro(1)
0.1%

Tracked investors currently reporting COLD

  • Seth KlarmanJun 30, 2026
    Baupost Group
    Shares
    6.8M
    Value
    $107.4M
    % Portfolio
    1.98%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    5.4M
    Value
    $84.4M
    % Portfolio
    0.03%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    2M
    Value
    $30.7M
    % Portfolio
    0.00%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    10.2K
    Value
    $160.3K
    % Portfolio
    0.00%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    958.4K
    Value
    $15.1M
    % Portfolio
    0.02%

Recent activity

Frequently asked questions

How many institutional investors hold COLD?
5 tracked institutional investors disclosed a position in COLD (AMERICOLD REALTY TRUST INC) in their most recent 13F filing.
Who is the largest institutional holder of COLD?
Seth Klarman, Baupost Group, holds the largest disclosed position in COLD, valued at $107M.
Did institutional ownership of COLD increase or decrease?
Across recent 13F filings, tracked investors recorded 8 new positions, 8 increased, 10 reduced, and 3 fully exited COLD.
What sector is COLD in?
AMERICOLD REALTY TRUST INC is classified in the Real Estate GICS sector, REIT - Industrial industry.
Where does this COLD ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.
COLD (AMERICOLD REALTY TRUST INC) — Institutional Holders & — InvestorLens