Balyasny Asset Management’s American Tower AMT Stock Holding History

Balyasny Asset Management’s Portfolio AMT Stock Details AMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-8,000	Closed	-$1.4M	–	2855
2025 Q4	$1.4M	Sell	8,000 -17,100	-68%	-$3.11M	﹤0.01%	2031
2025 Q3	$4.83M	Buy	+25,100	New	+$5.23M	0.01%	1382
2021 Q4	–	Sell	-10,000	Closed	-$2.65M	–	2202
2021 Q3	$2.65M	Buy	+10,000	New	+$2.85M	0.01%	1038
2021 Q1	–	Sell	-10,000	Closed	-$2.25M	–	1725
2020 Q4	$2.25M	Buy	+10,000	New	+$2.32M	0.01%	851

Other funds holding AMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Balyasny Asset Management's AMT Position: Q1 2026 in Review

Balyasny Asset Management increased its American Tower (AMT) stake by 56% in Q1 2026, buying an estimated $28.3M and bringing the position to 435,448 shares worth $75.1M. The position accounts for 0.1% of the portfolio, ranked #233.

Balyasny Asset Management first reported a position in AMT in Q2 2013 and has held it in 39 quarters since. The position peaked at $89.8M in Q2 2025. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Balyasny Asset Management held 435,448 shares of American Tower worth $75.1M as of Q1 2026.
Balyasny Asset Management bought 157,050 American Tower shares in Q1 2026, an estimated $28.3M.
American Tower made up 0.1% of Balyasny Asset Management's portfolio in Q1 2026, its #233 holding.
Balyasny Asset Management first reported a position in American Tower in Q2 2013 and has held it in 39 quarters since.
Balyasny Asset Management's American Tower position peaked at $89.8M in Q2 2025.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.