American Tower Corporation

AMT Real Estate
$181.34 +$3.83 (2.16%)
Market Cap: $84.89 B
Gurus Holding
15
Popularity Rank
#108
% of Shares Held
0.79%
Net Activity (Q3 2025)
-$762.74 M

Guru Ownership Trend

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 $669.64 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 % Portfolio Activity Shares Value Report Date
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

Key Holders

Top 5 by Value

$352.91 M
$119.26 M
$85.17 M
$68.51 M
$22.71 M

Top 5 by Conviction

Recent Activity Breakdown (Q3 2025)

+$49.26 M
Total Buy Value
New Buys 3
Additions 5
-$812 M
Total Sell Value
Reductions 6
Sold Out 1

Guru Consensus (Q3 2025)

Based on recent activity
Net Sellers
7
Net Buyers
8

FAQs for American Tower Corporation (AMT)

Major holders include Ken Fisher ($352.91 M), Steven Cohen ($119.26 M), Chuck Akre ($85.17 M). According to the latest reported data, 15 tracked investment managers collectively hold approximately 3.69 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $762.74 M, with 8 managers increasing positions and 7 managers reducing holdings.

During the most recent reporting period, 6 managers trimmed their positions, while 1 fully exited AMT. The total reported sell value was $812 M.

Yes, 3 managers opened new positions in AMT, and 5 increased their existing holdings. The total reported buy value was $49.26 M.