AMERICAN TOWER CORP NEW (AMT) — Hedge Fund Ownership Q1 2026
AMT
- AMERICAN TOWER CORP NEW (AMT) is held by 4 of 84 tracked hedge funds, with Cantillon Capital Management (2%) and Akre Capital Management (0.1%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in AMT holdings came from Davis Selected Advisers (+1%), highlighting conviction.
- The biggest decreases in AMT holdings came from Cantillon Capital Management (-12%) and Akre Capital Management (-80%), suggesting profit-taking or de-risking.
- Overall, hedge funds decreased exposure to AMERICAN TOWER CORP NEW (AMT) by -20% vs the prior quarter and -62% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Cantillon Capital Management William von Mueffling
|
1.85% | 1.6M | -11.91% | -14.65% | $278.3M | $172.58 | — |
| 2 |
Akre Capital Management Chuck Akre
|
0.14% | 51K | -80.11% | -98.04% | $8.8M | $172.58 | — |
| 3 |
Davis Selected Advisers Christopher Davis
|
0.05% | 65K | +1.02% | -27.34% | $11.2M | $172.58 | — |
| 4 |
Mairs & Power
|
0.00% | 2K | — | — | $348,612 | $172.58 | — |
| 4 | Total | — | 1.7M | -19.61% | -62.14% | $298.5M | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.