Americold Realty Trust: insider trades · United States · SEC (Form 4)

About Americold Realty Trust

Americold Realty Trust (NYSE: COLD) is a US-listed temperature-controlled logistics real estate company headquartered in Atlanta, Georgia, United States. For investors, it is best understood as a hybrid between a specialized REIT and an operating logistics platform: the company owns, operates, acquires, and develops cold storage warehouses, while also providing value-added services tied to food logistics, warehousing, transportation, and distribution. Its model is anchored in highly specialized assets that are difficult to replicate and essential to the global food supply chain. ([sec.gov](https://www.sec.gov/Archives/edgar/data/1455863/000162828025016938/k20241231artandsubs10-k.pdf?utm_source=openai)) Americold traces its roots back to 1903, when Atlantic Ice & Coal Company was formed with the help of Ernest Woodruff after the merger of three cold storage warehouses. The company highlights that 120-plus year heritage as a core part of its identity and operating culture. That long operating history matters strategically: cold-chain logistics requires expensive infrastructure, strict safety and food-quality controls, and dependable execution. Over time, Americold has evolved into one of the leading global players in temperature-controlled real estate and logistics, serving producers, processors, distributors, and retailers across multiple continents. ([americold.com](https://www.americold.com/about-americold/?utm_source=openai)) According to the company’s recent disclosures, Americold operates 231 facilities across North America, Europe, Asia-Pacific, and South America, with approximately 1.4 billion refrigerated cubic feet of capacity. The business is organized into three primary segments: Warehouse, Transportation, and Third-Party. This structure shows that Americold is not just a landlord of refrigerated assets; it is also an operating platform that can manage inventory flow, transport, and outsourced logistics on behalf of customers. That integrated approach supports stickier customer relationships and creates opportunities for cross-selling across the cold chain. ([sec.gov](https://www.sec.gov/Archives/edgar/data/1455863/000162828026024254/k20251231artandsubs10-k.pdf?utm_source=openai)) From a competitive standpoint, Americold occupies a strong position in a fragmented but highly specialized industry. The company’s scale, network density, technical know-how, and long customer relationships are meaningful barriers to entry. Americold describes itself as a global leader in temperature-controlled logistics and real estate, and recent partnerships underline that claim. Its collaborations with CPKC, DP World, EQT, On the Run, and PLUS demonstrate an ability to secure strategic, network-based growth opportunities rather than relying solely on greenfield development. ([ir.americold.com](https://ir.americold.com/press-releases/news-details/2026/Americold-Realty-Trust-Inc--and-EQT-Announce-a-1-3-Billion-North-American-Cold-Storage-Joint-Venture/default.aspx?utm_source=openai)) Recent events point to an active transformation and growth agenda. In 2025, Americold opened a new import-export hub in Kansas City, launched a flagship hub in Jebel Ali, advanced a Canada project, and expanded management depth. In May 2026, the company announced a $1.3 billion joint venture with EQT covering 12 North American cold storage facilities, a transaction that reinforces portfolio optimization and capital recycling. Americold also declared a $0.23 per share dividend for Q1 2026, indicating continued shareholder returns while management executes on strategic capital management, operational excellence, and disciplined growth. ([americold.com](https://www.americold.com/news/press-release/americold-opens-first-import-export-hub-in-partnership-with-cpkc-unlocking-a-new-era-of-food-flow-across-north-america/?utm_source=openai))