Mitsubishi UFJ Asset Management Co. Ltd. increased its holdings in First Solar, Inc. (NASDAQ:FSLR) by 23.4% in the first quarter, purchasing 37,674 shares to bring its total ownership to 198,397 shares, representing 0.18% of the company's stock valued at $25.083 million. Other hedge funds also adjusted their positions, with Jaffetilchin Investment Partners LLC increasing its holdings by 1,170.0%, Sterling Capital Management LLC by 55.4%, Stamos Capital Partners L.P. by 44.6%, and Cohen & Steers Inc. by 40.9%. First Solar reported Q2 earnings of $3.18 per share, exceeding estimates, with revenue of $1.10 billion and a 8.6% year-over-year increase. The company has a market cap of $19.82 billion, a P/E ratio of 15.81, and a net margin of 28.95%. Analysts have issued varied ratings, with Goldman Sachs raising its target price to $255.00 and Hsbc Global Res upgrading to 'strong-buy'. Insiders, including the CTO, sold a total of 15,976 shares worth $2.515 million over the quarter, reducing their ownership to 0.48% of the company's stock.

Zions Bancorporation National Association UT acquired 1,977 shares of American Tower Corporation (NYSE:AMT) valued at approximately $430,000 as part of its investment in the real estate investment trust (REIT). CEO Juan Font sold 720 shares at $208.33, reducing his ownership by 2.98% and leaving him with 23,425 shares valued at $4.88 million. The company reported a quarterly EPS of $2.60, exceeding expectations, and announced a $1.70 per share dividend, resulting in an annualized yield of 3.3%. Revenue declined 9.4% year-over-year to $2.63 billion, with a net margin of 12.60% and return on equity of 24.85%. Institutional investors including Vanguard, Cohen & Steers, Capital Research Global Investors, Deutsche Bank, and Principal Financial Group adjusted their holdings. Analysts provide a range of buy ratings with a consensus target price of $243.88, though market sentiment remains cautious due to a high payout ratio and elevated P/E ratio.

LGT Group Foundation increased its stake in American Tower Corporation (NYSE:AMT) by 15.3%, now holding 49,132 shares valued at approximately $10.69 million, as reported in its most recent Form 13F filing with the SEC. The fund purchased an additional 6,524 shares during the first quarter. Other major institutional investors also adjusted their positions, including Vanguard Group Inc. (+0.7%), Cohen & Steers Inc. (+21.8%), Capital Research Global Investors (+66.5%), Deutsche Bank AG (+4.0%), and Principal Financial Group Inc. (+3.7%). American Tower reported quarterly earnings of $2.60 per share, slightly beating estimates, with revenue of $2.63 billion and a 9.4% year-over-year decline. The company maintained a net margin of 12.60% and a return on equity of 24.85%. Analysts have revised price targets, with HSBC lowering its rating to 'hold' at $235.00, Bank of America initiating coverage with a 'buy' at $255.00, JMP Securities raising its target to $260.00, BMO Capital Markets maintaining 'outperform' at $245.00, and Wells Fargo lowering its target to $230.00. The CEO sold 720 shares at $208.33, reducing ownership by 2.98% and resulting in a post-sale value of $4.88 million. The company opened at $206.00 with a market cap of $96.46 billion, a P/E ratio of 74.91, and a dividend of $1.70 per quarter (yielding 3.3%). American Tower is a leading global REIT with over 224,000 communications sites and a significant U.S. data center footprint.

Rathbones Group PLC reduced its stake in American Tower Corporation (AMT) by 3.1% in the first quarter, selling 13,314 shares to hold 412,516 shares, valued at $89.76 million. Vanguard Group Inc. increased its holdings by 0.7% to 62,809,486 shares valued at $13.67 billion. Cohen & Steers Inc. raised its stake by 21.8% to 19,176,365 shares worth $3.52 billion. Capital Research Global Investors increased its position by 66.5% to 8,563,046 shares valued at $1.57 billion. Deutsche Bank AG boosted its holdings by 4.0% to 7,383,368 shares worth $1.61 billion. Principal Financial Group Inc. raised its stake by 3.7% to 6,136,981 shares worth $1.34 billion. Institutional investors collectively own 92.69% of American Tower's stock. The company reported a quarterly EPS of $2.60, revenue of $2.63 billion (down 9.4% YoY), a return on equity of 24.85%, and a net margin of 12.60%. It declared a quarterly dividend of $1.70 per share, resulting in an annualized yield of 3.3%, with a payout ratio of 247.27%. CEO ownership decreased slightly after selling 720 shares at $208.33 each, now owning 23,425 shares valued at $4.88 million. American Tower is a major global REIT with over 224,000 communications sites and a strong U.S. data center footprint. Analysts include 'buy' ratings from Goldman Sachs, Raymond James, and JMP Securities, with Raymond James setting a $250.00 price target, while HSBC downgraded to 'hold' at $235.00 and Scotiabank raised to $248.00. The stock traded down to $204.04 on Wednesday with a volume of 2,717,814 shares. Key metrics include a market cap of $95.54 billion, P/E ratio of 74.20, and a debt-to-equity ratio of 3.36.

Virtu Financial LLC invested $1.85 million in Public Storage (NYSE:PSA) by acquiring 6,183 shares during the first quarter. Public Storage reported a quarterly EPS of $4.28, exceeding the consensus estimate of $4.23 by $0.05, with revenues up 2.4% year-over-year. The company has a market capitalization of $49.68 billion, a PE ratio of 30.88, and a return on equity of 34.06%. Analysts have mixed opinions, with target prices ranging from $309 to $380 and an average rating of 'Moderate Buy'. Major institutional investors including Northern Trust, Cohen & Steers, GAMMA Investing, Deutsche Bank, and Universal Beteiligungs und Servicegesellschaft mbH have also adjusted their stakes. Public Storage is a REIT that operates self-storage facilities across 40 U.S. states and holds a 35% equity interest in Shurgard Self Storage Limited, which operates in Western Europe.