What smart money is saying about American Tower
1 fund in our archive has pitched American Tower — most recently Baron Real Estate Fund in March 2025.
American Tower Corporation, one of the largest global REITs, is a leading independent owner, operator and developer of multitenant communications real estate with a portfolio of approximately 219,000 communications sites. For more information about American Tower, please visit the Earnings Materials and Investor Presentations sections of our investor relations website at www.americantower.com.
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Position history
Between Q1 2025 and Q2 2026, 2 fund letters reported a position in American Tower — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 1 | 0 |
| Q1 2025 | 0 | 0 | 0 | 1 |
Fund activity · 2 positions · 1 move
- June 2026
Listed in Guinness Global Real Assets Fund’s reported holdings.
American Tower - June 2026
“Seven positions were eliminated from the portfolio during the quarter.”
American Tower
Fund coverage · 1 thesis
- Baron Real Estate FundMarch 2025
American Tower is well-positioned for long-term growth due to strong demand for wireless communication, 5G deployment, edge computing opportunities, and increasing mobile carrier spending, with shares attractively valued relative to peers.
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