Alta Advisers’s American Tower AMT Stock Holding History

Alta Advisers’s Portfolio AMT Stock Details AMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$284K	Hold	1,648	–	–	0.1%	142
2025 Q4	$289K	Sell	1,648 -700	-30%	-$127K	0.1%	142
2025 Q3	$452K	Hold	2,348	–	–	0.14%	118
2025 Q2	$519K	Hold	2,348	–	–	0.18%	100
2025 Q1	$511K	Buy	2,348 +800	+52%	+$157K	0.22%	93
2024 Q4	$284K	Buy	1,548 +348	+29%	+$72.1K	0.18%	107
2024 Q3	$279K	Hold	1,200	–	–	0.13%	101
2024 Q2	$233K	Hold	1,200	–	–	0.11%	107
2024 Q1	$237K	Hold	1,200	–	–	0.12%	109
2023 Q4	$259K	Hold	1,200	–	–	0.14%	93
2023 Q3	$197K	Hold	1,200	–	–	0.11%	109
2023 Q2	$233K	Hold	1,200	–	–	0.13%	90
2023 Q1	$245K	Hold	1,200	–	–	0.15%	87
2022 Q4	$254K	Hold	1,200	–	–	0.15%	81
2022 Q3	$258K	Buy	+1,200	New	+$308K	0.16%	72

Other funds holding AMT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return