AMERICAN TOWER CORP NEW AMT
COM · REIT · CUSIP 03027X100 · ISIN US03027X1000
American communications infrastructure company
- SectorReal estate
- IndustryReal Estate Investment Trusts
- HeadquartersBoston, MA
- Founded1995
- Websiteamericantower.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($215.1m this quarter). Holder counts are more reliable. Shares outstanding: 467.1m as of 2024-07-23, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $194.44. Options: 37 managers hold calls ($463.2m notional), 32 hold puts ($394.6m).
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 1,692 |
| Q4 2022 | 1,708 |
| Q1 2023 | 1,703 |
| Q2 2023 | 1,686 |
| Q3 2023 | 1,633 |
| Q4 2023 | 1,800 |
| Q1 2024 | 1,763 |
| Q2 2024 | 1,764 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 765 | 779 |
| Q1 2023 | 868 | 702 |
| Q2 2023 | 806 | 768 |
| Q3 2023 | 758 | 805 |
| Q4 2023 | 790 | 830 |
| Q1 2024 | 867 | 820 |
| Q2 2024 | 827 | 836 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $1.3bn | $505.5m | 0.40 |
| Q4 2023 | $1.3bn | $671.2m | 0.50 |
| Q1 2024 | $1.1bn | $555.7m | 0.48 |
| Q2 2024 | $463.2m | $394.6m | 0.85 |
Biggest buyers
| AMERIPRISE FINANCIAL INC | Added | +1.9m |
| BlackRock Inc. | Added | +1.7m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +1.5m |
| Capital World Investors | Added | +1.1m |
| Vontobel Holding Ltd. | Added | +1.0m |
| Amundi | Added | +856.2k |
| NORGES BANK | Added | +731.9k |
| Capital International Investors | Added | +713.9k |
| JPMORGAN CHASE & CO | Added | +617.5k |
| VANGUARD GROUP INC | Added | +550.3k |
Biggest sellers
| MORGAN STANLEY | Reduced | -15.3m |
| AKRE CAPITAL MANAGEMENT LLC | Reduced | -6.3m |
| JENNISON ASSOCIATES LLC | Reduced | -4.4m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -3.5m |
| BROWN ADVISORY INC | Reduced | -2.5m |
| GOLDMAN SACHS GROUP INC | Reduced | -1.0m |
| Resolution Capital Ltd | Sold out | -733.8k |
| 1832 Asset Management L.P. | Reduced | -673.6k |
| RENAISSANCE TECHNOLOGIES LLC | Sold out | -531.8k |
| Daiwa Securities Group Inc. | Reduced | -487.0k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $120.2m618.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $107.9m554.9k shares |
| JANE STREET GROUP, LLC | Reduced | $26.9m138.3k shares |
| WOLVERINE TRADING, LLC | Added | $22.0m113.4k shares |
| Waterfront Capital Partners, LLC | New | $19.4m100.0k shares |
| BANK OF AMERICA CORP /DE/ | Added | $18.0m92.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $17.7m91.3k shares |
| DAVENPORT & Co LLC | New | $17.1m88.0k shares |
| GROUP ONE TRADING LLC | Added | $15.2m78.3k shares |
| Squarepoint Ops LLC | Reduced | $10.2m52.6k shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $94.5m486.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $59.2m304.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $28.4m146.1k shares |
| Eisler Capital (UK) Ltd. | Added | $23.9m122.7k shares |
| BNP PARIBAS FINANCIAL MARKETS | Added | $23.3m1.2k shares |
| Squarepoint Ops LLC | Added | $19.9m102.3k shares |
| D. E. Shaw & Co., Inc. | Reduced | $19.7m101.3k shares |
| WOLVERINE TRADING, LLC | Reduced | $13.7m70.5k shares |
| Parallax Volatility Advisers, L.P. | Added | $12.8m65.9k shares |
| JANE STREET GROUP, LLC | Reduced | $10.9m56.2k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-02-05 | 9.2% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 7.6% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-28 | 5.9% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q2 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2022 | 0 | — | 1 | $76.1k | — |
| Q4 2022 | 1 | $986 | 5 | $8.7m | — |
| Q1 2023 | 1 | $1.2k | 3 | $4.2m | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 2 | $3.0m | $3.0m |
| Q4 2023 | 0 | — | 2 | $940.9k | $49.5k |
| Q1 2024 | 0 | — | 5 | $7.3m | $6.3m |
| Q2 2024 | 0 | — | 2 | $830.5k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-06-04 | Goel Sanjay EVP & President, Asia-Pacific | Sold | $702.1k3.5k shares |
| 2024-05-03 | HORMATS ROBERT D Director | Sold | $128.4k700 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.23% of their portfolio | 62.5m $12.2bn | Added +550.3k |
| BlackRock Inc. 0.17% of their portfolio | 38.1m $7.4bn | Added +1.7m |
| STATE STREET CORP 0.18% of their portfolio | 20.5m $4.0bn | Reduced -70.7k |
| COHEN & STEERS, INC. 7.23% of their portfolio | 17.7m $3.4bn | Added +27.8k |
| WELLINGTON MANAGEMENT GROUP LLP 0.41% of their portfolio | 11.8m $2.3bn | Reduced -3.5m |
| GEODE CAPITAL MANAGEMENT, LLC 0.19% of their portfolio | 11.0m $2.1bn | Added +319.2k |
| MORGAN STANLEY 0.14% of their portfolio | 9.3m $1.8bn | Reduced -15.3m |
| PRINCIPAL FINANCIAL GROUP INC 1.01% of their portfolio | 8.8m $1.7bn | Reduced -19.2k |
| FMR LLC 0.11% of their portfolio | 8.5m $1.7bn | Added +461.3k |
| DEUTSCHE BANK AG\ 0.67% of their portfolio | 7.7m $1.5bn | Added +302.2k |
| JPMORGAN CHASE & CO 0.06% of their portfolio | 7.0m $1.4bn | Added +617.5k |
| DIMENSIONAL FUND ADVISORS LP 0.33% of their portfolio | 6.5m $1.3bn | Reduced -4.5k |
| AMERIPRISE FINANCIAL INC 0.34% of their portfolio | 6.4m $1.2bn | Added +1.9m |
| AKRE CAPITAL MANAGEMENT LLC 10.49% of their portfolio | 6.1m $1.2bn | Reduced -6.3m |
| NORGES BANK 0.17% of their portfolio | 5.8m $1.1bn | Added +731.9k |
| Invesco Ltd. 0.23% of their portfolio | 5.6m $1.1bn | Added +114.9k |
| GOLDMAN SACHS GROUP INC 0.21% of their portfolio | 5.6m $1.1bn | Reduced -1.0m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.13% of their portfolio | 5.5m $1.1bn | Reduced -148.6k |
| Nuveen Asset Management, LLC 0.29% of their portfolio | 5.1m $996.3m | Reduced -11.3k |
| NORTHERN TRUST CORP 0.17% of their portfolio | 5.1m $990.3m | Reduced -80.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.18% of their portfolio | 5.0m $965.3m | Added +65.5k |
| Capital Research Global Investors 0.21% of their portfolio | 4.9m $954.5m | Added +526.0k |
| BANK OF AMERICA CORP /DE/ 0.09% of their portfolio | 4.7m $912.9m | Reduced -38.3k |
| Legal & General Group Plc 0.25% of their portfolio | 4.5m $884.1m | Reduced -333.2k |
| FRANKLIN RESOURCES INC 0.26% of their portfolio | 4.4m $852.1m | Added +377.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.22% of their portfolio | 3.9m $755.6m | Added +1.5m |
| WELLS FARGO & COMPANY/MN 0.19% of their portfolio | 3.7m $724.4m | Reduced -227.7k |
| Clearbridge Investments, LLC 0.59% of their portfolio | 3.7m $720.2m | Added +302.7k |
| Amundi 0.27% of their portfolio | 3.6m $702.2m | Added +856.2k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.20% of their portfolio | 3.3m $643.6m | Added +464.4k |
| ALLIANCEBERNSTEIN L.P. 0.22% of their portfolio | 3.3m $631.8m | Reduced -271.2k |
| Bank of New York Mellon Corp 0.11% of their portfolio | 3.1m $593.5m | Reduced -76.7k |
| UBS Group AG 0.16% of their portfolio | 2.7m $523.0m | Reduced -220.2k |
| ROYAL BANK OF CANADA 0.11% of their portfolio | 2.3m $444.9m | Reduced -8.9k |
| JANUS HENDERSON GROUP PLC 0.22% of their portfolio | 2.1m $408.0m | Added +4.4k |
| Capital World Investors 0.06% of their portfolio | 2.0m $391.3m | Added +1.1m |
| Cantillon Capital Management LLC 2.59% of their portfolio | 2.0m $387.8m | Reduced -101.2k |
| California Public Employees Retirement System 0.27% of their portfolio | 1.9m $364.8m | Added +51.5k |
| CIBC Private Wealth Group LLC 0.67% of their portfolio | 1.8m $356.0m | Added +62.2k |
| VOYA INVESTMENT MANAGEMENT LLC 0.33% of their portfolio | 1.7m $331.3m | Reduced -12.2k |
| NEUBERGER BERMAN GROUP LLC 0.27% of their portfolio | 1.7m $327.7m | Reduced -5.5k |
| Fisher Asset Management, LLC 0.14% of their portfolio | 1.7m $326.3m | Added +46.9k |
| Mitsubishi UFJ Trust & Banking Corp 0.78% of their portfolio | 1.7m $326.0m | Added +46.3k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.29% of their portfolio | 1.5m $298.6m | Added +69.3k |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2.79% of their portfolio | 1.4m $303.3m | Reduced -17.1k |
| ClearBridge Investments Ltd 8.19% of their portfolio | 1.4m $280.4m | Added +84.2k |
| HSBC HOLDINGS PLC 0.17% of their portfolio | 1.4m $269.3m | Added +290.0k |
| Swiss National Bank 0.18% of their portfolio | 1.4m $268.7m | Reduced -13.5k |
| Magellan Asset Management Ltd 2.45% of their portfolio | 1.3m $257.5m | Added +58.3k |
| 1832 Asset Management L.P. 0.46% of their portfolio | 1.3m $255.6m | Reduced -673.6k |
| US BANCORP \DE\ 0.33% of their portfolio | 1.3m $245.4m | Reduced -14.4k |
| Sumitomo Mitsui Trust Group, Inc. 0.18% of their portfolio | 1.2m $242.9m | Reduced -89.9k |
| BARCLAYS PLC 0.11% of their portfolio | 1.2m $242.8m | Added +298.5k |
| AustralianSuper Pty Ltd 1.31% of their portfolio | 1.2m $227.0m | Added +196.5k |
| RHUMBLINE ADVISERS 0.21% of their portfolio | 1.1m $218.3m | Added +30.8k |
| Vontobel Holding Ltd. 0.70% of their portfolio | 1.1m $215.3m | Added +1.0m |
| AMERICAN CENTURY COMPANIES INC 0.13% of their portfolio | 1.1m $212.8m | Added +51.2k |
| Capital International Investors 0.04% of their portfolio | 1.1m $205.9m | Added +713.9k |
| AXA S.A. 0.30% of their portfolio | 1.0m $203.7m | Added +549.9k |
| Heard Capital LLC 12.02% of their portfolio | 1.0m $197.0m | Added +66.5k |
| CITIGROUP INC 0.19% of their portfolio | 1.0m $196.6m | Added +234.0k |
| Russell Investments Group, Ltd. 0.31% of their portfolio | 994.0k $193.3m | Added +101.9k |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO 2.44% of their portfolio | 986.2k $191.7m | Reduced -6.3k |
| SEI INVESTMENTS CO 0.27% of their portfolio | 976.1k $189.7m | Reduced -147.5k |
| ENVESTNET ASSET MANAGEMENT INC 0.07% of their portfolio | 976.0k $189.7m | Reduced -191.5k |
| Sarasin & Partners LLP 1.67% of their portfolio | 967.4k $188.1m | Reduced -141.6k |
| RAYMOND JAMES & ASSOCIATES 0.12% of their portfolio | 967.3k $188.0m | Reduced -24.2k |
| NORDEA INVESTMENT MANAGEMENT AB 0.22% of their portfolio | 964.1k $188.1m | Added +92.5k |
| BANK OF MONTREAL /CAN/ 0.06% of their portfolio | 954.0k $185.6m | Added +108.4k |
| National Pension Service 0.20% of their portfolio | 902.7k $175.5m | Added +24.2k |
| APG Asset Management N.V. 0.29% of their portfolio | 893.7k $162.1m | Reduced -461.4k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.16% of their portfolio | 877.8k $170.6m | Reduced -135.0k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.44% of their portfolio | 871.2k $169.3m | Reduced -141.6k |
| Point72 Asset Management, L.P. 0.54% of their portfolio | 860.3k $167.2m | Added +43.9k |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 1.01% of their portfolio | 787.3k $153.0m | Added +41.0k |
| M&G PLC 0.89% of their portfolio | 778.1k $150.9m | Reduced -51.7k |
| BLAIR WILLIAM & CO/IL 0.46% of their portfolio | 774.6k $150.6m | Added +13.3k |
| MACQUARIE GROUP LTD 0.17% of their portfolio | 768.7k $149.4m | Reduced -542 |
| AVIVA PLC 0.41% of their portfolio | 766.3k $149.0m | Added +67.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.18% of their portfolio | 758.6k $147.4m | Added +824 |
| STOREBRAND ASSET MANAGEMENT AS 0.49% of their portfolio | 752.7k $146.3m | Added +36.2k |
| Ensign Peak Advisors, Inc 0.26% of their portfolio | 744.9k $144.8m | Reduced -13.6k |
| DAVENPORT & Co LLC 0.90% of their portfolio | 733.6k $142.8m | Added +420.6k |
| Liontrust Investment Partners LLP 2.02% of their portfolio | 732.7k $142.4m | Reduced -15.9k |
| FEDERATED HERMES, INC. 0.31% of their portfolio | 671.1k $130.5m | Added +76.6k |
| CANADA LIFE ASSURANCE Co 0.24% of their portfolio | 661.4k $128.7m | Reduced -31.6k |
| MACKENZIE FINANCIAL CORP 0.19% of their portfolio | 655.1k $127.3m | Added +125.1k |
| Daiwa Securities Group Inc. 0.68% of their portfolio | 653.6k $127.0m | Reduced -487.0k |
| Corient Private Wealth LP 0.22% of their portfolio | 646.3k $125.6m | Added +139.7k |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC 1.33% of their portfolio | 634.2k $123.3m | Reduced -19.4k |
| Allianz Asset Management GmbH 0.20% of their portfolio | 630.9k $122.6m | Added +130.4k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.16% of their portfolio | 621.8k $120.9m | Reduced -18.3k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.15% of their portfolio | 619.0k $120.3m | Added +69.0k |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 5.01% of their portfolio | 601.6k $116.9m | Reduced -13.0k |
| DekaBank Deutsche Girozentrale 0.21% of their portfolio | 600.9k $117.0m | Added +55.3k |
| Swedbank AB 0.16% of their portfolio | 598.2k $116.3m | Reduced -28.6k |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 2.10% of their portfolio | 589.5k $114.6m | Reduced -133.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.12% of their portfolio | 585.7k $113.8m | Reduced -235.0k |
| Aberdeen Group plc 0.22% of their portfolio | 584.4k $113.6m | Reduced -90.2k |
| BAMCO INC /NY/ 0.30% of their portfolio | 542.5k $105.4m | Added +216.7k |