Long Pond Capital’s American Tower AMT Stock Holding History

Long Pond Capital’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
2014 Q3	–	Sell	-593,000	Closed	-$53.4M	–	36
2014 Q2	$53.4M	Sell	593,000 -36,000	-6%	-$3.11M	3.66%	10
2014 Q1	$51.5M	Buy	+629,000	New	+$51.2M	5.12%	6

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Long Pond Capital's AMT Position: Q3 2014 in Review

Long Pond Capital sold out of American Tower (AMT) in Q3 2014, closing a stake of 593,000 shares — an estimated $53.4M sold.

Long Pond Capital first reported a position in AMT in Q1 2014 and held it in 2 quarters. The position peaked at $53.4M in Q2 2014. 686 funds tracked by Wall St. Rank hold AMT as of Q3 2014.

Long Pond Capital reported no remaining American Tower position as of Q3 2014 after selling out during the quarter.
Long Pond Capital sold 593,000 American Tower shares in Q3 2014, an estimated $53.4M.
Long Pond Capital first reported a position in American Tower in Q1 2014 and held it in 2 quarters.
Long Pond Capital's American Tower position peaked at $53.4M in Q2 2014.
686 funds tracked by Wall St. Rank held American Tower as of Q3 2014.

Based on Long Pond Capital's 13F filing for Q3 2014, filed 13 Nov 2014.