SCHEDULE: Cohen & Steers Updates Americold Realty Stake

Cohen & Steers, Inc. and its affiliates reported a 4.09% beneficial ownership stake in Americold Realty Trust, Inc. common stock as of September 30, 2025, in an amended Schedule 13G filing.

Summary

• Cohen & Steers, Inc. and its affiliated entities collectively hold 11,641,999 shares of Americold Realty Trust, Inc. common stock.
• This aggregate beneficial ownership represents 4.09% of the class of securities.
• Cohen & Steers, Inc. holds sole voting power over 8,106,112 shares and sole dispositive power over 11,641,999 shares.
• Cohen & Steers Capital Management, Inc. holds sole voting power over 8,096,093 shares and sole dispositive power over 11,631,980 shares, representing 4.08% of the class.
• Cohen & Steers Ireland Limited holds 10,019 shares, representing 0.00% of the class.
• The filing is an Amendment No. 8 to a Schedule 13G, indicating a passive investment position.
• The securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.

Sentiment

Score: 5

Explanation: The filing is a routine regulatory disclosure of beneficial ownership by an institutional investor. It provides factual information without expressing explicit positive or negative sentiment regarding the issuer's performance or outlook. The continued holding by a major investor is generally neutral to slightly positive.

Positives

• The continued significant institutional ownership by Cohen & Steers, a prominent investment manager, may be viewed as a vote of confidence in Americold Realty Trust, Inc.

Negatives

• NA

Risks

• The reporting persons certify that the securities were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer, and any deviation from this certification would carry regulatory implications for the reporting persons.
• As a large institutional holder, Cohen & Steers' future investment decisions, including potential sales of its stake, could impact the market for Americold Realty Trust's common stock.

Future Outlook

This filing is a disclosure of beneficial ownership and does not contain forward-looking statements or guidance from Americold Realty Trust, Inc. or Cohen & Steers regarding the issuer's future performance.

Industry Context

Americold Realty Trust operates in the specialized real estate sector as a Real Estate Investment Trust (REIT) focused on temperature-controlled warehouses. The filing indicates continued institutional interest in the cold storage logistics industry, which is critical for the food supply chain and e-commerce growth.

Stakeholder Impact

• Shareholders: Provides transparency regarding a significant institutional holder's stake, confirming a passive investment approach.
• Management: Awareness of a large, passive institutional investor in the company's stock.

Key Dates

Keywords

Americold Realty Trust, Cohen & Steers, Schedule 13G, Beneficial Ownership, Common Stock, Institutional Investor, Real Estate Investment Trust, REIT, Cold Storage