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AMERICOLD REALTY TRUST (COLD) SEC Filings, Apr-May 2026

COLD NYSE

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.

Rhea-AI Summary

Americold Realty Trust, Inc. furnished an investor presentation outlining its growth strategy, deleveraging plans and 2026 outlook. The company expects to raise approximately $1.1 billion in net cash proceeds in the third quarter of 2026 through a joint venture with EQT, using 12 facilities valued in excess of $1.3 billion to help pay down debt. As of March 31, 2026, total net debt was $4 billion, supported by $564 million of liquidity and investment grade ratings. Americold highlights a global cold-storage network of 224 warehouses and emphasizes fixed-commitment contracts, cost-reduction initiatives and technology investments. For 2026, guidance includes warehouse same-store revenues of $2.20–$2.27 billion, Core EBITDA of $570–$620 million, and Adjusted FFO per share of $1.20–$1.30, excluding the anticipated joint venture impact.

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Americold Realty Trust, Inc. reported first quarter 2026 results with total revenues of $629.9 million, essentially flat year over year, as higher transportation services offset softer warehouse volumes. The company recorded a net loss of $13.6 million, or $0.05 per diluted share, slightly better than the prior year’s loss per share.

Profitability compressed: Adjusted FFO was $81.9 million, or $0.29 per share, down from $0.34, and Core EBITDA was $136.8 million with a 21.7% margin, below 23.5% a year earlier. Global Warehouse segment NOI fell 6.0% and margin declined due to lower volumes and higher energy costs, while transportation NOI improved on higher volumes.

Americold ended the quarter with approximately $564.3 million of liquidity and about $4.4 billion of net debt, implying net debt to pro forma Core EBITDA of roughly 7.1x. The board declared a $0.23 per share quarterly dividend. Management also highlighted progress on strategic priorities, including announcing a new $1.3 billion joint venture with EQT intended to help strengthen the balance sheet.

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Americold Realty Trust, Inc. is forming a new North American cold storage joint venture with EQT’s Active Core Infrastructure fund. Americold will contribute 12 U.S. cold storage facilities valued at more than $1.3 billion, totaling about 124 million cubic feet and over 400,000 pallet positions.

EQT will own 70% of the joint venture, while Americold retains a 30% equity stake and will manage day-to-day operations. Americold expects about $1.1 billion in net cash proceeds, which it plans to use to repay outstanding debt. The transaction is expected to close in the third quarter of 2026, subject to customary closing conditions and regulatory approvals.

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FMR LLC reports beneficial ownership of 15,121,274.67 shares of Americold Realty Trust common stock, representing 5.3% of the class. The filing (Schedule 13G) lists sole dispositive power of 15,121,274.67 shares and a CUSIP of 03064D108. The cover cites a 03/31/2026 record date and signatures dated 05/05/2026.

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Americold Realty Trust Inc reports that Vanguard Capital Management beneficially owned 15,227,554 shares of Common Stock, equal to 5.34% of the class. The filing states Vanguard has sole dispositive power over 15,227,554 shares and sole voting power over 2,375,646 shares.

The Schedule 13G filing is signed by Vanguard's Head of Global Fund Administration and reflects the ownership disclosed as of the filing details in the form.

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Americold Realty Trust Inc reports that Vanguard Portfolio Management beneficially owns 23,783,041 shares of common stock, representing 8.34% of the class. The filing states Vanguard Portfolio Management has sole dispositive power over 23,783,041 shares and sole voting power for 34,740 shares, and that these holdings include securities held for Vanguard funds and managed accounts.

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Americold Realty Trust, Inc. is soliciting proxies for its 2026 annual meeting, where stockholders will elect ten directors, vote on executive pay, ratify Ernst & Young as auditor, and consider a shareholder proposal on director removal.

The CEO outlines five strategic priorities, including strengthening the balance sheet, optimizing underperforming facilities, and focusing on disciplined capital allocation. In 2025, Americold increased rent and storage revenues from fixed commitment contracts to 60%, raised Same Store Warehouse Services NOI by 3.5%, and launched cost and efficiency programs expected to deliver $30 million in annual savings and about $50 million less in transformation-related cash spending.

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FAQ

How many AMERICOLD REALTY TRUST (COLD) SEC filings are available on StockTitan?

StockTitan tracks 84 SEC filings for AMERICOLD REALTY TRUST (COLD), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for AMERICOLD REALTY TRUST (COLD)?

The most recent SEC filing for AMERICOLD REALTY TRUST (COLD) was filed on May 7, 2026.