Guru Ownership Over Time
Guru Analysis for American Tower Corporation (AMT)
American Tower Corporation (AMT), a key player in the Real Estate sector, continues to attract institutional attention.
As of Q3 2025, a total of 15 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $665.65 M.
Top institutional holders include Ken Fisher and Steven Cohen.
Institutional sentiment is currently Bearish. This is evidenced by a $762.74 M net outflow during the quarter.
Recent activity highlights Ray Dalio who increased their stake by 755.8%. Conversely, Chuck Akre reduced exposure by 51.6%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 0.13% | Add 0.8% | 1,835,008 | $352.91 M | Q3 2025 | |
| 0.20% | Reduce -43.5% | 620,120 | $119.26 M | Q3 2025 | |
| 0.85% | Reduce -51.6% | 442,843 | $85.17 M | Q3 2025 | |
| 0.04% | Reduce -7.6% | 356,218 | $68.51 M | Q3 2025 | |
| 0.10% | Add 34.8% | 118,098 | $22.71 M | Q3 2025 | |
| 0.03% | New Buy | 105,643 | $20.32 M | Q3 2025 | |
| 0.02% | New Buy | 74,939 | $14.41 M | Q3 2025 | |
| 0.07% | Reduce -28.4% | 65,670 | $12.63 M | Q3 2025 | |
| 0.02% | Add 755.8% | 29,670 | $5.71 M | Q3 2025 | |
| 0.05% | Reduce -8.3% | 25,291 | $4.86 M | Q3 2025 | |
| 0.00% | Add 19.0% | 6,412 | $1.23 M | Q3 2025 | |
| 0.02% | 6,274 | $1.21 M | Q3 2025 | ||
| 0.01% | Add 47.1% | 3,031 | $582,922 | Q3 2025 | |
| 0.00% | New Buy | 2,091 | $402,141 | Q3 2025 | |
| 0.00% | Reduce -12.5% | 1,400 | $269,248 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for American Tower Corporation (AMT)
Top Guru holders include Ken Fisher ($352.91 M), Steven Cohen ($119.26 M), Chuck Akre ($85.17 M). Collectively, tracked Gurus hold 3.69 M shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $762.74 M, with 8 Gurus buying and 7 Gurus selling.
In the recent quarter, 6 Gurus reduced their positions, and 1 Gurus sold out of AMT completely. Total sell value was $812 M.
Yes, 3 Gurus opened new positions in AMT, and 5 added to their existing holdings. Total buy value was $49.26 M.