Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

American Tower Corp (AMT)

2K + Investors. Track Smart Money conviction in AMT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -9
Streak
3Q ▼
Buyers last Q
52%

Smart Money Signals — AMT

Based on 1754 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds reduced or closed their AMT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
1,754 hedge funds hold AMT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding AMT is almost the same as a year ago (-59 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 52% buying

900 buying844 selling
Last quarter: 900 funds bought or added vs 844 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-39 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 161 → 139 → 211 → 172. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

72% of holders stayed for 2+ years

■ 72% conviction (2yr+) ■ 16% medium ■ 12% new
1,265 out of 1,754 hedge funds have held AMT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

214 → 161 → 139 → 211 → 172 new funds/Q
New funds entering each quarter: 161 → 139 → 211 → 172. A growing number of institutions are discovering AMT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 74% veterans vs 16% newcomers

■ 74% veterans ■ 10% 1-2yr ■ 16% new
Entry-cohort mix of 1,813 holders: 1,346 (74%) are 2+ year veterans, 185 entered 1–2 years ago, and 282 (16%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
73 of 1749 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in AMT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — AMT

In 2026 Q1, 900 hedge funds were net buyers of AMT (172 opened a new position, 728 added to an existing one), while 844 reduced or exited (663 trimmed, 181 sold completely) — a 52% buyer ratio, indicating a slight buying edge. This extends a 3-quarter selling streak, suggesting sustained institutional caution. 60% of total institutional value in AMT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -9 funds (more exits than new entries). Total institutional holders: 1754.

Hedge Fund Ownership: AMT

How many hedge funds hold AMT — quarterly history vs. share price
Quarterly hedge fund ownership of AMT vs. share price

Market Analysis: AMT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AMT

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy American Tower Corp (AMT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AMT has moved relative to its sector benchmark (XLRE) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 49d ago
AMT
+5.9%
XLRE
-2.1%

AMT outperformed XLRE by +8.0% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 4d ago
AMT
-1.3%
XLRE
-0.2%

Since the filing became public, AMT outperformed XLRE by -1.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

81 top-rated funds 13 high-conviction
Consensus
8.3
/ 10
breadth
×
Elite
4.2
/ 10
conviction
Hedge Fund Positioning: AMT
2026 Q2 Stats Unlock in 1 days 2K + Investors

Track Smart Money conviction in AMT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1735 1760 -1.42%
13F Shares 418M 488M -14.26%
Total Value $67.78B $76.43B -11.32%
New Positions 166 211 -45
Increased Positions 712 560 +152
Closed Positions 191 217 -26
Reduced Positions 638 811 -173
Total Calls 35 32 9.38%
Total Puts 28 28 -
PUT/CALL Ratio 0.8 0.88 Neutral

Statistics: AMT

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

2K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AMT. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 AMT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 IES Holdings, Inc. 9.08% 172,500 $28.2M
2 Rockbridge Asset Management LLC 8.31% 78,863 $12.9M
3 Avenir Corp 8.11% 407,116 $66.6M
4 GRS Advisors, LLC 7.51% 543,575 $88.9M
5 Vert Asset Management LLC 6.21% 138,807 $22.7M
6 Heard Capital LLC 5.63% 804,848 $131.6M
7 Magellan Asset Management Ltd 5.14% 1,406,263 $230.0M
8 DigitalBridge Group, Inc. 4.94% 504,843 $82.6M
9 Rush Island Management, LP 4.39% 405,390 $66.3M
10 Harrison Street Private Wealth LLC 4.15% 18,006 $2.9M
11 Lasalle Investment Management Securities LLC 4.05% 695,301 $113.7M
12 Partners Group Holding AG 3.54% 317,617 $52.0M
13 Harber Asset Management LLC 3.46% 35,226 $5.8M
14 Socorro Asset Management LP 3.36% 45,799 $7.5M
15 Cbre Investment Management Listed Real Assets LLC 3.32% 1,458,711 $238.6M
16 J. Stern & Co. LLP 3.27% 211,680 $34.6M
17 Ausbil Investment Management Ltd 3.21% 42,692 $7.1M
18 LDR Capital Management LLC 3.08% 16,336 $2.7M
19 Foresight Group Ltd Liability Partnership 2.89% 97,840 $16.1M
20 Uniplan Investment Counsel, Inc. 2.87% 221,379 $30.6M
21 Ardmore Road Asset Management LP 2.71% 282,464 $46.2M
22 Broad Run Investment Management, LLC 2.64% 105,005 $17.2M
23 CSU Producer Resources, Inc. 2.59% 4,800 $785K
24 Sone Capital Management, LLC 2.47% 198,247 $32.4M
25 Prospect Capital Advisors, LLC 2.33% 31,440 $5.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — American Tower Corp (AMT)

What does the Smart Money Trend signal show for AMT?

Selling streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds reduced or closed their AMT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for AMT?

Slight buying edge — 52% buying: Last quarter: 900 funds bought or added vs 844 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AMT holders?

Elite ownership — 60% AUM from top-100 funds: 73 of 1749 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in AMT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AMT?

72% of holders stayed for 2+ years: 1,265 out of 1,754 hedge funds have held AMT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy American Tower Corp (AMT) following the 2026 Q2 hedge fund 13F filings?

As of today, AMT has moved -1.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.2% for the XLRE sector ETF — an outperformance of -1.1%. Since the quarter end (June 30, 2026), AMT has gained +5.9% vs -2.1% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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