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Vert Asset Management LLC Increases Stake in American Tower Corporation $AMT
Vert Asset Management LLC increased its stake in American Tower Corporation (NYSE:AMT) by 22% in Q4, making it the fund’s fourth-largest holding with 125,806 shares valued at $22.09 million. Despite missing quarterly EPS estimates, American Tower beat revenue expectations and issued a positive FY2026 EPS guidance while also raising its quarterly dividend. The stock maintains a “Moderate Buy” consensus rating from analysts, with high institutional ownership, although insider transactions show both a director purchase and a significant COO sale.