Baron Real Estate Fund Trimmed American Tower Corporation (AMT) to Manage the Position Size
In its second-quarter 2025 investor letter, Baron Real Estate Fund highlighted stocks such as American Tower Corporation (NYSE:AMT). American Tower Corporation (NYSE:AMT) is a leading independent multitenant communications real estate operator. The one-month return of American Tower Corporation (NYSE:AMT) was -4.35%, and its shares lost 9.61% of their value over the last 52 weeks. On August 1, 2025, American Tower Corporation (NYSE:AMT) stock closed at $212.10 per share, with a market capitalization of $99.316 billion.
Baron Real Estate Fund stated the following regarding American Tower Corporation (NYSE:AMT) in its second quarter 2025 investor letter:
"American Tower Corporation (NYSE:AMT) was one of the Fund's top purchases early in the first quarter. Shares performed well and in a more compressed timeline than we had anticipated. We modestly reduced our investment to manage overall position sizing while sourcing capital for other investment opportunities. American Tower is a global owner of 150,000 wireless tower communication sites with a heavy emphasis on developed markets. Our optimism regarding the long-term growth prospects for American Tower remain unchanged given strong secular growth expectations for mobile data usage, 5G spectrum deployment and network densification (with 6G around the corner), edge computing (possible requirement of mini data centers next to a tower presents an additional revenue opportunity), and growth in connected Internet of Things devices (e.g. homes and cars), which will require more wireless bandwidth usage and continued increased spending by the mobile carriers."
A wide angled view of a high-rise office building, the windows reflecting a nearby cityscape.
American Tower Corporation (NYSE:AMT) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 73 hedge fund portfolios held American Tower Corporation (NYSE:AMT) at the end of the first quarter which was 70 in the previous quarter. While we acknowledge the potential of American Tower Corporation (NYSE:AMT) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
In another article, we covered American Tower Corporation (NYSE:AMT) and shared the list of best strong buy stocks that pay dividends. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.
READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money.
Disclosure: None. This article is originally published at Insider Monkey.
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
17 minutes ago
- Yahoo
Jim Cramer Highlights Microsoft's $4 Trillion Moment and AI-Driven Strength
Microsoft Corporation (NASDAQ:MSFT) is one of the stocks that Jim Cramer spoke about. During the episode, Cramer discussed the company's recently posted strong earnings. He said: 'What should it have been about? Well, how about Microsoft? How about Meta? Nope. They were overshadowed by the Fig-Man Carnival. It was all anyone talked about down here. Call me old-fashioned, but I really wanted the market today to be defined by those earnings reports from two tech titans. I'm talking about Microsoft, briefly a $4 trillion company today, before closing just below that level, and Meta at just under $2 trillion. I wanted these to be foundational… Pixabay/Public Domain Microsoft Corporation (NASDAQ:MSFT) provides software, cloud services, devices, and AI-driven tools across productivity, business applications, and personal computing. The company's major platforms include Microsoft 365, Azure, LinkedIn, Xbox, , and WGitHubindows. While we acknowledge the potential of MSFT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
17 minutes ago
- Yahoo
Jim Cramer Questions Spotify's Latest Numbers
Spotify Technology S.A. (NYSE:SPOT) is one of the stocks that Jim Cramer spoke about. A caller asked if the stock is a buy or hold given that the economy seems to be faltering. In response, Cramer said: 'I was so mystified by Spotify. That was a really not great number. I don't get it. I don't know what happened. I can't own the stock until I figure out what the heck happened.' Photo by Norbert Buduczki on Unsplash Spotify (NYSE:SPOT) provides audio streaming services through subscription and ad-supported models, providing access to a vast catalog of music and podcasts. Cramer suggested buying the stock during a June episode: 'My confidence in subscription model extends to Spotify. This incredible company dominates the podcast business and the music business, and of course, the new high list. It's roaring right now, but it does have periodic moments of underperformance, and that's when you gotta snap it up [buy, buy, buy].' While we acknowledge the potential of SPOT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
17 minutes ago
- Yahoo
TripMasters Unveils Curated Itineraries for Personalized Adventures
SILVER SPRING, Md., Aug. 5, 2025 /PRNewswire/ -- Ready to embark on a tailor-made adventure? Visit to explore the diverse range of travel packages and find the perfect itinerary that matches your interests. Whether you're a foodie, an outdoor enthusiast, or a family seeking a memorable getaway, TripMasters has something special in store for you. TripMasters has launched new travel packages, along with their existing offers, designed to highlight experiences for every type of traveler. They understand that no vacation is one-size-fits-all, so now you can easily find the trip that matches your interests, whether it's family-friendly fun, culinary and wine adventures, wildlife encounters, scenic road trips, outdoor adventures, or whatever your interests. TripMasters has crafted interest-based packages to fulfill the growing demand for personalized, unforgettable travel experiences. "At TripMasters, we believe your vacation should be as unique as you are! That's why we're so excited to offer even more curated experiences! These range from food and wine escapes to thrilling wildlife encounters and off-the-beaten-path destinations." Kate Quigley, Product Manager, continued, "We're bridging the gap between DIY booking sites and traditional tours, giving you the freedom, curated experiences, and cost savings all in one place." As global tourism rebounds, more than 1.4 billion people traveled internationally in 2024, according to Yahoo News . With more travelers than ever eager to explore the world, TripMasters stands out by offering unique, customizable itineraries that cater to individual passions. These new travel packages offer a variety of options, including: Costa Rica's Nature & Wildlife : Featuring private transfers from point to point, included and optional activities, and TripMaster's own 5-star local concierge support. Gourmet Getaways : Indulge in the flavors of Europe with expertly curated gastronomic adventures. Scenic Road Trips: Discover hidden gems and iconic landmarks on unforgettable journeys. Arts & Culture: Explore culture through art, music, dance, and traditions. TripMasters occupies a unique position in the travel industry, bridging the gap between DIY booking sites and traditional tour operators. Enjoy the freedom to customize your itinerary to match your travel style, while taking advantage of curated experiences that highlight the very best each destination has to offer. Plus, their platform combines flexibility, affordability, and simplicity, making it easy to plan multi-city adventures tailored to your exact interests. With reasonable pricing and an intuitive booking system, TripMasters opens the door for more travelers to explore the world on their terms. Media Contact: Stephanie Merrithew, smerrithew@ Founded in 1984, is a leader in customizable, multi-destination travel. With a pioneering online platform, Tripmasters empowers travelers to design flexible, personalized itineraries across Europe, Asia, the Americas, Canada, the Pacific, and beyond. Whether planning a romantic getaway, a family adventure, or a luxury escape, customers can choose from thousands of destinations, mix and match flights, hotels, and activities, and build trips with up to 12 cities—all in one seamless booking process. Tripmasters combines the convenience of technology with expert customer support to deliver exceptional value and unforgettable travel experiences. View original content to download multimedia: SOURCE TripMasters Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
