1
AMT
AMERICAN TOWER CORP NEW · Real Estate
Consensus score 1/100 · #190 this quarter · tier-weighted across tracked managers
↑ConfirmedPrice action since filingas of 2026-06-05
vs 50-day avg
+8.3%
21-day momentum
+7.7%
recent volume
1.01×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
S1· BasingStage Analysis · Weinstein
vs 30-wk avg
+8.1%
30-wk MA slope
-0.5%
rel. strength
-2.0
52-wk range
42%
Basing after a decline — accumulation; not yet a buy. Watch for a Stage 2 breakout. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.
Holders
5
tracked managers
New this Q
0
opened a position
Avg weight
1.1%
of their portfolios
Combined value
$317M
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Broad Run Investment Mgmt Concentrated | 3.2% | $18M | TRIM |
| Cantillon Capital Concentrated | 1.8% | $278M | TRIM |
| Akre Capital Quality compounder | 0.1% | $9M | TRIM |
| Davis Advisors Concentrated | 0.1% | $11M | ADD |
| Horizon Kinetics Franchise/inflation | 0.0% | $242K | HOLD |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.