HCL
AMT icon

Heard Capital LLC’s American Tower AMT Stock Holding History

Heard Capital LLC’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
2023
Q4 		– Sell
-5,000
Closed -$822K – 27
2023
Q3 		$822K Buy
+5,000
New +$913K 0.06% 25
2023
Q2 		– Sell
-4,000
Closed -$817K – 27
2023
Q1 		$817K Sell
4,000
-500
-11% -$105K 0.07% 24
2022
Q4 		$953K Sell
4,500
-7,500
-63% -$1.56M 0.1% 22
2022
Q3 		$2.58M Buy
+12,000
New +$3.08M 0.3% 19

Other funds holding AMT

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Heard Capital LLC's AMT Position: Q1 2026 in Review

Heard Capital LLC reduced its American Tower (AMT) stake by 4.3% in Q1 2026, selling an estimated $9.06M and leaving 1,112,105 shares worth $192M. The position accounts for 9.92% of the portfolio, ranked #4.

Heard Capital LLC first reported a position in AMT in Q4 2019 and has held it in 26 quarters since. The position peaked at $204M in Q4 2025. 1,750 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Heard Capital LLC held 1,112,105 shares of American Tower worth $192M as of Q1 2026.
  • Heard Capital LLC sold 50,335 American Tower shares in Q1 2026, an estimated $9.06M.
  • American Tower made up 9.92% of Heard Capital LLC's portfolio in Q1 2026, its #4 holding.
  • Heard Capital LLC first reported a position in American Tower in Q4 2019 and has held it in 26 quarters since.
  • Heard Capital LLC's American Tower position peaked at $204M in Q4 2025.
  • 1,750 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Heard Capital LLC's 13F filing for Q1 2026, filed 15 May 2026.