We recently published a list of Why These 15 Real Estate Stocks Are Surging In 2025. In this article, we are going to take a look at where merican Tower Corp (NYSE:AMT) stands against other real estate stocks that are surging in 2025.
For years, real estate stocks have been a source of anxiety for investors due to the scars of the Great Recession. That crisis has led to lingering skepticism, and many see real estate as a no-go zone today due to GDP growth turning negative quarter-over-quarter and expectations of a recession. Investors fear that a recession could drag these stocks down once more.
However, these companies have learned from the Great Recession, and some of them have delivered stellar gains so far. It is a good idea to keep an eye on the winners, as they could outperform during market downturns.
Even during bear markets, there are pockets of the market that perform exceptionally well. For example, I identified 15 Healthcare Stocks that are up the Most in 2025 in another article
For this article, I screened the best-performing real estate stocks year-to-date.
I will also mention the number of hedge fund investors in these stocks. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
A wide angled view of a high-rise office building, the windows reflecting a nearby cityscape.
Number of Hedge Fund Holders In Q4 2024: 70
American Tower Corp (NYSE:AMT) is a global real estate investment trust that owns, operates, and develops wireless and broadcast communications infrastructure, including cell towers and data centers, enabling connectivity for mobile and broadcast networks.
The most significant recent news driving American Tower’s stock higher in 2025 is its strong first quarter results, which showed total revenue rising 2% to $2.56 billion and adjusted funds from operations (AFFO) per share, as adjusted, increasing 6.6% year-over-year. This performance was fueled by robust leasing trends, especially in the United States, where mid-band 5G deployments and new site demand led to the highest quarterly services revenue since 2021.
The company also benefited from favorable leasing and pricing at its CoreSite data center business, steady international activity, and disciplined cost management. These factors combined to deliver higher profitability and resumed mid-single-digit dividend growth.
