AMT American Tower Corp

Moody Lynn & Lieberson LLC significantly cut its stake in American Tower Corporation (NYSE:AMT) by 73.4% in the third quarter of 2025, selling 11,120 shares and retaining 4,035 shares valued at $776,000. American Tower reported strong Q3 earnings, beating EPS estimates, and announced a quarterly dividend of $1.70, yielding 3.8% annually. Institutional investors collectively own 92.69% of American Tower's stock.

American Tower Corp. (AMT) is presented as a quiet but powerful investment, acting as the backbone of wireless communication infrastructure. Despite less hype than AI or meme stocks, its business model, structured as a REIT, offers recurring revenue from cell tower rentals and consistent dividend growth. The article suggests it's a "cop" for long-term, dividend-focused investors seeking exposure to digital infrastructure without high-risk speculation.

American Tower Corp. (AMT) is presented as a quiet yet powerful investment in global digital infrastructure, owning and leasing cell towers worldwide. Despite not being a "meme stock," it gains subtle traction among long-term investors for its recurring revenue, dividend payouts as a REIT, and crucial role in supporting 5G and data growth. While acknowledging past challenges from interest rate hikes, the article positions AMT as a strong contender for those seeking growth and income in infrastructure rather than speculative ventures.

Fort Washington Investment Advisors Inc. OH reduced its stake in American Tower Corporation (NYSE:AMT) by 3.1% in the third quarter of 2025, selling 10,876 shares and retaining 341,699 shares valued at approximately $65.7 million. Despite this, analysts maintain a "Moderate Buy" consensus rating with an average price target of $226.67. Insider activity shows a significant sale by Tower Corp /Ma/ and a purchase by director Eugene F. Reilly, while American Tower also declared a quarterly dividend of $1.70.

Blackstone-owned data center operator AirTrunk is considering forming a real estate investment trust (REIT) and listing it in Singapore, potentially raising over $1 billion. This move follows Blackstone's acquisition of AirTrunk last year for nearly $16.1 billion, making it the largest data center operator in the Asia-Pacific region. Singapore is a significant hub for REITs, and this potential IPO highlights the continued growth in the global data center market.

TCW Global Real Estate Fund highlighted American Tower Corporation (AMT) in its Q3 2025 investor letter, despite its recent negative stock performance. The fund recognizes AMT's critical role in telecom infrastructure and the long-term growth potential driven by 5G deployment and increasing mobile data consumption. However, the article also notes that AMT is not among the 30 most popular hedge fund stocks, and suggests that other AI stocks may offer higher returns in a shorter timeframe.