Americold Realty Trust, Inc. filings document the disclosure record for a publicly traded temperature-controlled logistics REIT and its operating partnership. Recent Form 8-K reports furnish quarterly and annual operating results, supplemental financial and operational information, Regulation FD materials, material agreements and direct financial obligations, including credit agreement amendments and unsecured term loan facilities.
The company’s proxy and governance filings cover board elections, shareholder voting matters, executive compensation and governance arrangements. Other disclosures identify the company’s common stock on the New York Stock Exchange, capital-structure matters, cooperation agreements and board composition changes connected to its refrigerated warehouse portfolio and value-added services.
Americold Realty Trust reported that Chief Executive Officer Robert Scott Chambers received new equity-based awards in the form of partnership profits units. He was granted 191,847 Operating Partnership Profits Units that vest in equal parts on March 8, 2027, 2028, and 2029 under the company’s 2017 Equity Incentive Plan. He also received 287,770 performance-based OP Profits Units tied to adjusted funds from operations performance for the period from January 1, 2026 through December 31, 2028, which will vest, if at all, at the end of that three-year period based on pre-established goals. Subject to tax-related capital account conditions, vested units can be converted into OP common units and then, at the company’s election, redeemed for cash or one share of common stock per unit.
Americold Realty Trust’s Chief Investment Officer, Russell Scott Henderson, received equity-based awards tied to the company’s operating partnership. He was granted 28,777 Operating Partnership Profits Units that vest in equal portions on March 8, 2027, 2028, and 2029 under the Amended and Restated Americold Realty Trust 2017 Equity Incentive Plan.
He was also granted 43,165 performance-based OP Profits Units. These may vest at the end of a three-year period running from January 1, 2026 through December 31, 2028, contingent on achieving pre-established adjusted funds from operations (AFFO) goals. Once vested and subject to tax allocation conditions, each OP Profits Unit can be converted into a common unit of the operating partnership, which the holder may redeem for cash equal to the fair market value of Americold common stock, or the company may instead deliver one share of common stock per unit. These conversion and redemption rights have no expiration dates.
Americold Realty Trust reported that Chief Legal & People Officer Nathan H. Harwell received new equity-based awards tied to the company’s operating partnership. On March 8, 2026, he was granted 28,777 Operating Partnership Profits Units that vest in three equal parts on March 8, 2027, 2028, and 2029.
He was also granted 43,165 Performance OP Profits Units. These performance-based units may vest after the three-year period from January 1, 2026 through December 31, 2028, but only if pre-established adjusted funds from operations goals are met. Both types of units can ultimately be converted into common units and then into Americold common stock or cash at the holder’s election, with no stated expiration dates for these conversion and redemption rights.
Americold Realty Trust President, Americas Michael Bryan Verbarendse received equity-based awards in the form of Operating Partnership Profits Units. He was granted 44764 OP Profits Units that vest ratably on March 8 of 2027, 2028, and 2029 under the company’s 2017 Equity Incentive Plan.
He was also granted 67146 performance-based OP Profits Units. These may vest, if at all, after the three-year period from January 1, 2026 through December 31, 2028, based on adjusted funds from operations goals. Once vested and subject to tax allocation conditions, each unit can be converted into Operating Partnership common units and then redeemed for cash or one share of Americold common stock, with no expiration on these conversion and redemption rights.
Americold Realty Trust, Inc. outlines its 2025 operations as a global REIT focused on temperature-controlled logistics and real estate. As of December 31, 2025, it operated 231 warehouses with about 1.4 billion refrigerated cubic feet across North America, Europe, Asia-Pacific and South America.
The network is organized around production-focused, forward distribution, retail solutions-focused and port-oriented facilities, with over 75% of sites owned. The 25 largest warehouse customers provided 52% of Warehouse segment revenue, supported by long relationships and many fixed-commitment contracts.
Americold completed a Baytown, Texas facility acquisition for $108.4 million and sold its 14.99% SuperFrio joint-venture stake for the Brazilian real/U.S. dollar equivalent of $27.5 million, recognizing a $2.4 million gain. The company is investing heavily in technology via Project Orion, with $227.7 million incurred to date, and emphasizes ESG, safety and global labor relations while detailing extensive business, financial, real estate, cyber, labor, and REIT tax risks.
Americold Realty Trust’s Chief Financial Officer Christopher J. Papa received a grant of 187,970 Operating Partnership Profits Units on February 23, 2026. These equity-based units vest in two equal installments over two years, with 50% vesting on the first anniversary of the grant date and 50% on the second anniversary.
Once vested and subject to tax-related capital account conditions, each OP Profits Unit can be converted into a common unit of limited partnership interest in Americold Realty Operating Partnership, L.P. Each such common unit may then be redeemed for cash equal to the fair market value of one share of Americold Realty Trust common stock, or, at the company’s election, exchanged for one share of common stock. The conversion and redemption rights have no expiration dates, giving the CFO long-term participation aligned with common shareholders.
Americold Realty Trust filed an initial insider ownership report for Christopher J. Papa, who serves as Chief Financial Officer. This Form 3 filing establishes his status as a reporting officer under SEC rules. The filing does not list any reportable transactions or share holdings.
Americold Realty Trust, Inc. reported fourth-quarter 2025 revenue of $658.5 million, down 1.2% year over year, but grew Core EBITDA 4.7% to $162.9 million and increased Adjusted FFO per share 3% to $0.38. Warehouse NOI rose 2.7% and margins expanded as the company exited certain sites and controlled operating costs, though economic occupancy fell to 76.1% and lower volumes widened the quarterly net loss to $88.3 million, or $0.31 per share, including a $55.9 million loss on real estate sales.
For full-year 2025, revenue declined 2.4% to $2.6 billion, Adjusted FFO per share slipped to $1.43, and the net loss was $114.5 million. The Global Warehouse same store services margin improved to 12.8%, while overall same store NOI decreased 2.7%. Americold ended the year with about $935.4 million of liquidity and net debt of roughly $4.2 billion, or 6.8x net debt to pro forma Core EBITDA, and raised its quarterly dividend 5% to $0.23 per share.
Looking to 2026, the company issued guidance for Core EBITDA of $570–$620 million and Adjusted FFO per share of $1.20–$1.30, reflecting a cautious outlook in a competitive cold storage market. Management outlined priorities to strengthen the balance sheet, enhance real estate profitability, focus capital on customer-led development, and continue cost-reduction efforts, while also transitioning to a new Chief Financial Officer.
Fuller & Thaler Asset Management, Inc. has filed an amended Schedule 13G reporting beneficial ownership of 17,295,172.89 shares of Americold Realty Trust common stock, representing 6.07% of the class as of 12/31/2025.
The firm reports sole voting power over 17,060,767.89 shares and sole dispositive power over 17,295,172.89 shares, with no shared voting or dispositive power. The shares are held for advisory clients under separate arrangements, and the filing states they were acquired and are held in the ordinary course of business, without the purpose or effect of changing or influencing control of Americold.