Ancora Advisors Opens New $148 Million Americold Realty Position Amid the REIT's 42% Pullback

1 week ago 8

Josh Kohn-Lindquist, The Motley Fool

Sun, March 1, 2026 astatine 11:33 AM CST 4 min read

According to a SEC filing dated February 17, 2026, Ancora Advisors LLC disclosed the acquisition of 11,528,577 shares of Americold Realty Trust (NYSE:COLD). The estimated transaction worth is astir $148.26 million, calculated utilizing the mean stock terms during the filing quarter. The quarter-end worth of the presumption besides stood astatine $148.26 million, reflecting some the commercialized and marketplace terms developments during the period.

This holding is simply a caller presumption for Ancora, representing 3.05% of its $4.85 cardinal successful reportable U.S. equity assets arsenic of December 31, 2025.

Top 5 holdings aft the filing:
- LKQ: $241.66 cardinal (5.02% of AUM)
- Broadcom: $151.49 cardinal (3.14% of AUM)
- Apple: $150.32 cardinal (3.12% of AUM)
- Americold Realty: $148.26 cardinal (3.08% of AUM)
- Vanguard S&P 500 ETF: $126.52 cardinal (2.63% of AUM)

As of February 27, 2026, shares of Americold Realty Trust were priced astatine $13.39, down 41.6% implicit the anterior year, underperforming the S&P 500 by 57 percent points. The money reported 2,230 full positions successful its latest 13F filing.

Metric

Value

Revenue (TTM)	$2.60 billion
Net Income (TTM)	$-115.28 million
Dividend Yield	6.87%
Price (as of marketplace adjacent 2/27/26)	$13.39

Americold:

Operates 185 temperature-controlled warehouses, offering acold retention and logistics solutions for nutrient producers, processors, distributors, and retailers.
Generates gross chiefly done leasing temperature-controlled retention abstraction and providing value-added logistics services crossed the planetary nutrient proviso chain.
Serves a diversified lawsuit base, including nutrient manufacturers, processors, distributors, and retailers successful North America, Australia, New Zealand, Canada, and Argentina.

Americold Realty Trust is the world's largest publically traded REIT specializing successful temperature-controlled warehousing and logistics. The institution maintains implicit 1 cardinal refrigerated cubic feet of retention capableness crossed 5 countries, supporting captious links successful the planetary nutrient proviso chain. Americold's scale, infrastructure, and absorption connected nutrient logistics supply a competitory vantage successful serving the analyzable needs of nutrient producers and distributors worldwide.

Ancora Advisors’ monolithic opening acquisition of Americold Realty is surely thing for REIT investors to instrumentality enactment of. Not lone did the steadfast instantly marque Americold its fourth-largest position, buying the banal portion it is down 42% from its 52-week high, but it typically likes to clasp onto its positions for aggregate years. Of its implicit 2,200 holdings, hundreds of them person been held for 5 years oregon more.

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