Americold Realty SEC Filings

Americold Realty Trust reported an equity award for director Stephen R. Sleigh. On 12/22/2025, he received 6,063 OP Profits Units of Americold Realty Operating Partnership, L.P. at a price of $0.00 per unit under the Americold Realty Trust 2017 Equity Incentive Plan.

These OP Profits Units vest on the earlier of May 20, 2025 or the date of the next annual meeting of Americold Realty Trust, Inc. stockholders following the grant date. Once vested and subject to certain tax-related capital account conditions, each OP Profits Unit can be converted into a common unit of limited partnership interest, which may then be redeemed for cash equal to the fair market value of one share of Americold common stock, or, at the company’s election, exchanged for one share of common stock.

Americold Realty Trust director reports equity grant tied to operating partnership units. A director of Americold Realty Trust (ticker COLD) reported receiving 6,063 Operating Partnership Profits Units on 12/22/2025 under the Americold Realty Trust A&R 2017 Equity Incentive Plan. These OP Profits Units vest on the earlier of May 20, 2025 or the date of the next annual meeting of Americold Realty Trust, Inc. stockholders following the grant date. Once vested and subject to certain tax-related conditions, each OP Profits Unit can be converted into a common unit of limited partnership interest, which may then be redeemed for cash equal to the fair market value of one share of Americold common stock, or, at the company’s election, exchanged for one share of common stock. The rights to convert vested OP Profits Units and redeem the resulting common units do not have expiration dates.

Americold Realty Trust filed an initial insider ownership report for director Stephen R. Sleigh following an event dated 12/22/2025. The Form 3 states that this filing is being made using the company’s CIK codes to meet reporting requirements for a newly appointed company officer, and that an amendment will be submitted once Mr. Sleigh receives his own SEC filer codes. The filing notes that no securities are beneficially owned by Mr. Sleigh at this time.

Americold Realty Trust director reports beneficial ownership of 10,000 common shares. A single reporting person filed an initial ownership report in connection with an event dated 12/22/2025. The filing shows beneficial ownership of 10,000 shares of common stock, held in direct form. The report indicates no derivative securities, such as options or warrants, listed as beneficially owned.

Americold Realty Trust, Inc. entered into a Second Amendment to its existing Credit Agreement, adding a new $250 million unsecured delayed draw term loan facility. This 2025 Delayed Draw Facility is expected to be used to repay approximately $200 million of the Operating Partnership’s 4.68% senior unsecured notes due January 8, 2026, with the remainder available for general corporate purposes. The amendment is with Bank of America, N.A. as administrative agent and a syndicate of lenders, and represents a refinancing and liquidity-focused financing action rather than a change in the core business.

Americold Realty Trust, Inc. entered into a cooperation agreement with Ancora Catalyst Institutional, LP and affiliated investors. As part of the agreement, the company appointed Joseph Reece and Stephen Sleigh to its Board of Directors effective December 22, 2025, temporarily increasing the board size from nine to eleven members. The company plans to reduce the board by one director at the 2026 annual meeting, when one incumbent will step down.

The agreement also creates a new Finance Committee to advise on capital allocation and the business portfolio, composed of five directors and chaired by David Neithercut, with Joseph Reece as Vice Chair. Reece will also serve on the Investment Committee and Sleigh on the Audit Committee. Ancora and its affiliates agreed to standstill, voting, and mutual non-disparagement commitments that last through a defined period tied to the company’s 2026 and 2027 annual meeting timelines.

Americold Realty Trust, Inc. filed a current report announcing that it has posted an updated investor presentation on its website to support investor meetings. The company also issued a press release on December 9, 2025 related to this presentation and reaffirming its 2025 full-year financial outlook that was previously shared in its third quarter 2025 earnings release. Both the investor presentation and the press release are included as exhibits and are provided as Regulation FD disclosures, meaning they are intended to give all investors equal access to the same information.

Cohen & Steers filed an amended Schedule 13G (Amendment No. 9) reporting its ownership in Americold Realty Trust, Inc. (COLD) as of 09/30/2025. The group reports 11,641,999 shares beneficially owned, representing 4.09% of Americold’s common stock. They report 8,106,112 shares with sole voting power and 11,641,999 shares with sole dispositive power.

The filing is made on a passive basis under Schedule 13G, stating the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer. Subsidiaries named include Cohen & Steers Capital Management, Inc., Cohen & Steers UK Limited, Cohen & Steers Asia Limited, and Cohen & Steers Ireland Limited.

Americold Realty Trust, Inc. (COLD) reported Q3 2025 results with total revenues of $663.7M versus $674.2M a year ago. Operating income was $16.8M, and the company recorded a net loss of $11.4M (basic and diluted loss of $0.04 per share). For the first nine months, revenues were $1.94B and net loss was $26.4M.

Total assets were $8.08B and total indebtedness, net of deferred financing costs, was $3.90B as of September 30, 2025. The company completed a public offering of $400.0M 5.600% senior unsecured notes due 2032 and used proceeds to repay borrowings. Nine‑month operating cash flow was $229.4M; capital expenditures were $434.5M. Americold acquired a Baytown, TX temperature‑controlled facility for $108.4M and sold its 14.99% SuperFrio JV interest, recognizing a net gain of $2.4M. The company was in compliance with debt covenants and had 284,854,479 common shares outstanding as of November 4, 2025.