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
→ 0
Streak
1Q —
Buyers last Q
50%

Smart Money Signals — AMT

Based on 1754 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

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.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
79 fewer hedge funds hold AMT compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 50% buying

882 buying872 selling
Last quarter: 882 funds bought or added vs 872 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.
📈

More new buyers each quarter (+18 vs last Q)

new funds entering per quarter
Funds opening a new AMT position: 139 → 212 → 172 → 190. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

72% of holders stayed for 2+ years

■ 72% conviction (2yr+) ■ 14% medium ■ 14% new
1,262 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.
💎

Buying through price weakness — shares +32%, value -1%

Value
0%
Shares
+31%
Last quarter: funds added +32% more shares while total portfolio value only changed -1%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~190 new funds/quarter

161 → 139 → 212 → 172 → 190 new funds/Q
New funds entering each quarter: 139 → 212 → 172 → 190. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 74% veterans vs 15% newcomers

■ 74% veterans ■ 10% 1-2yr ■ 15% new
Entry-cohort mix of 1,803 holders: 1,340 (74%) are 2+ year veterans, 187 entered 1–2 years ago, and 276 (15%) 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 Q2, 882 hedge funds were net buyers of AMT (190 opened a new position, 692 added to an existing one), while 872 reduced or exited (682 trimmed, 190 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 60% of total institutional value in AMT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). 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 · 89d ago
AMT
+2.8%
XLRE
-97.7%

AMT outperformed XLRE by +100.5% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 44d ago
AMT
-4.3%
XLRE
-60.4%

Since the filing became public, AMT outperformed XLRE by +56.1% .

Interpretation: The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

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

49 top-rated funds 11 high-conviction
Consensus
7.4
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: AMT
2K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1735 1754 -1.08%
13F Shares 441M 425M 3.94%
Total Value $68.06B $69.14B -1.57%
New Positions 186 172 +14
Increased Positions 679 716 -37
Closed Positions 200 181 +19
Reduced Positions 655 646 +9
Total Calls 30 35 -14.29%
Total Puts 22 28 -21.43%
PUT/CALL Ratio 0.73 0.8 Neutral

Statistics: AMT

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

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:
Top 25 AMT holders by conviction (% of portfolio weight) — 2026 Q2 · 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?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for AMT?

Slight buying edge — 50% buying: Last quarter: 882 funds bought or added vs 872 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: 1,262 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 -4.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to -60.4% for the XLRE sector ETF — an outperformance of +56.1%. Since the quarter end (June 30, 2026), AMT has gained +2.8% vs -97.7% for XLRE. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

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.

Full history →