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TCW funds, an investment management company, released its “TCW Global Real Estate Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund (I Share) returned +2.37% in the quarter compared to +4.50% for the S&P Global REIT Index. The overweight allocation in Diversified Real Estate Activities had a favorable impact on the fund’s relative performance in the quarter, while the overweight in Telecom Tower REITs had a negative effect. In addition, please check the fund’s top five holdings to know its best picks in 2025.
In its third-quarter 2025 investor letter, TCW Global 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 -0.89%, and its shares lost 3.96% of their value over the last 52 weeks. On December 26, 2025, American Tower Corporation (NYSE:AMT) stock closed at $174.71 per share, with a market capitalization of $82.59 billion.
TCW Global Real Estate Fund stated the following regarding American Tower Corporation (NYSE:AMT) in its third quarter 2025 investor letter:
“Our two worst performing securities were SBA Communications Corp. Class A (SBAC; 4.79%**; Telecom Tower Reits) and American Tower Corporation (NYSE:AMT) (AMT; 6.32%**; Telecom Tower Reits).
American Tower Corporation (NYSE:AMT) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 75 hedge fund portfolios held American Tower Corporation (NYSE:AMT) at the end of the third quarter, up from 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.
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