What smart money is saying about Americold Realty Trust
COLD
No fund has written a full thesis on Americold Realty Trust in our archive, but 1 fund letter reports a position in it — most recently Aristotle Small/Mid Cap Equity WM Composite in June 2026.
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1
Reported positions
0
Bought
1
Sold
1
Letter
Position history
Every position in Americold Realty Trust on record in the archive was reported in Q2 2026, across 1 fund letter — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 1 | 0 |
Fund activity · 1 position · 1 move
- June 2026
“Sells/Liquidations Jones Lang LaSalle Americold Realty Trust UMB Financial Verra Mobility WesBanco BUYS/ACQUISITIONS Jones Lang LaSalle (JLL), is a leading global commercial real estate services firm positioned to benefit from a recovery in leasing, capital markets, and investment activity as commercial real estate fundamentals improve. Its diversified business mix, growing recurring revenue streams, and global scale can provide resilient earnings and durable competitive advantages. We believe improving transaction volumes and continued growth in higher value advisory and outsourcing services will support long-term earnings growth and shareholder value. UMB Financial (UMBF), is a regional bank with a diversified business model spanning commercial banking, institutional asset servicing, private wealth management, healthcare payments, and specialty financial services. Unlike many regional banks, UMB generates a meaningful portion of its revenue from fee based businesses, providing a more stable earnings profile and reducing reliance on net interest income. The company has consistently demonstrated disciplined underwriting, strong credit quality, and a conservative balance sheet, positioning it to perform across economic cycles. We believe UMB is well positioned to benefit from improving loan growth, expanding fee income, and continued market share gains, while its strong capital position and attractive returns on equity support long term earnings growth and shareholder value. WesBanco (WSBC), is a regional bank with a diversified franchise spanning commercial banking, consumer banking, wealth management, and trust services. We believe the stock is trading at an attractive valuation as the market underappreciates the earnings potential created by the successful integration of Premier Financial, improving operating efficiency, expanding margins, strong capital levels, and robust loan growth. SELLS/LIQUIDATIONS Americold Realty Trust (COLD) , is a real estate investment trust focused on the ownership, operation, development, and acquisition of temperature controlled warehouses. The position was liquidated due to deteriorating fundamentals.”
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