Heard Capital LLC’s American Tower AMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-17,600
Closed -$4.04M 28
2019
Q4
$4.04M Buy
+17,600
New +$3.83M 1.91% 20

Other funds holding AMT

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.