UniSuper Management 13F: Adds $14M to American Tower (AMT) Stake
Key Points
- UniSuper Management's stake in American Tower Corporation grew by 83,818 shares, increasing its value by approximately $13.7 million to about $68.3 million.
- UniSuper Management held 417,447 $AMT shares at quarter end, up 25.12% from the prior quarter.
- As of October 26, 2026, American Tower traded at $188.28, which is about equal to its closing price on the filing date.
- The firm now holds 0.59% of its total portfolio in American Tower, ranking it 30th among its 636 reported positions.
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On October 26, 2026, UniSuper Management boosted its position in American Tower Corporation (NYSE: AMT) by 83,818 shares, bringing its total holdings to 417,447 shares. The information comes from UniSuper's latest Form 13F filing with the SEC.
AMT
American Tower Corporation
UniSuper Management vs. the S&P 500
Hypothetical returns from UniSuper Management's disclosed trades, not real profit or advice. How we model this.
What Changed in UniSuper Management's American Tower Position
UniSuper Management added 83,818 shares to its stake in American Tower, reflecting a 25.1% increase. The firm's total reported value in American Tower now stands at about $68.3 million. This position is not new, as they previously held 333,629 shares.
Where American Tower Fits in UniSuper Management's Portfolio
American Tower represents 0.59% of UniSuper's total reported portfolio, ranking 30th out of 636 positions.
Other Institutional Activity in American Tower
Several other funds have also adjusted their stakes in American Tower. Robeco Institutional Asset Management B.V. grew its holdings by 487,107 shares, now owning 674,870 shares valued at about $110.5 million. Meanwhile, MBL Wealth increased its position by 6,612 shares, totaling 8,205 shares worth approximately $1.3 million.
American Tower Corporation Stock Up 3.7%
As of October 26, 2026, American Tower shares traded at $188.28, which is about equal to its closing price on that date. The stock is currently above its 50-day moving average by 7.8% and its 200-day moving average by 6.3%. However, it is about 7% below its 52-week high of $202.50.
Recent Earnings
American Tower reported trailing twelve-month revenue of approximately $10.9 billion, with a net margin of 31.1% and a return on equity of 33.9%. The next earnings report is scheduled for October 27, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
3 target raises vs 2 cuts.
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EPS & revenue
EPS beat estimates by 13.6%. Revenue beat estimates by 2.0%.
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Profit surprise
EBITDA met by 2 percent. Operating income beat by 7 percent.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
1 upgrade, 3 target raises, 2 target cuts.
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Earnings quality
Gross margin down 1.3 points. Operating margin down 6.5 points. Positive free cash flow.
Earnings Call Summary
American Tower had a strong first quarter with reported revenue of $2.74 billion, beating consensus by about $53 million, and earnings per share of $2.84 versus consensus of $2.50. Organic growth excluding DISH churn was 4 percent in towers and 17 percent in the CoreSite data center business, driven by growing mobile data demand, AI workload expansion and a major inflection in interconnection activity. Management emphasized that structural tailwinds including 5G densification, eventual 6G deployment, and AI-driven infrastructure needs position the company well for mid to upper single-digit annual growth going forward.
Guidance Management raised full year property revenue guidance by about $145 million to approximately $10.9 billion, driven by foreign exchange tailwinds and accelerated straight-line revenue. They expect organic tenant billings growth around 4 percent when excluding one-time DISH churn, plus data center growth of about 13 percent. They reaffirmed attributable AFFO per share growth expectations in the mid to upper single-digit range over the long term.
Fine but not compelling. Acceptable results that likely do not create a meaningful forward reset.
Dividend
American Tower pays an annual dividend of $7.16 per share, with a yield of 3.79% and a payout ratio of 96%.
Insider Buying and Selling at American Tower Corporation
Since April 2026, several insiders have sold shares, including Officer Ruth T. Dowling, who sold 972 shares on April 29, 2026, and Officer Robert Joseph Meyer Jr., who sold 5,000 shares on July 29, 2026. Director Rajesh Kalathur also bought 2,829 shares on August 21, 2026, at an average price of $177.00.
Analysts Set New Price Targets
On October 20, 2026, Bernstein maintained an "Outperform" rating with a price target of $212.00. The consensus recommendation for American Tower is a "Buy" with a mean price target of around $215.74 based on 23 analyst opinions.
About American Tower
American Tower Corporation is a leading global real estate investment trust (REIT) that owns, operates, and develops multitenant communications real estate. The company has a portfolio of over 148,000 communication sites and data center facilities across the U.S., making it a key player in the telecommunications infrastructure sector.
Bottom Line
Investors should monitor American Tower's upcoming earnings report on October 27, 2026, and watch for further filings that may indicate changes in institutional holdings. UniSuper Management's boost in its position highlights ongoing interest in this telecommunications infrastructure provider.
Related Filing Alerts
Source: UniSuper Management's 13F filing on $AMT (Oct 26, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts