B&I Capital’s American Tower AMT Stock Holding History

B&I Capital’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	$26.5M	Sell	153,488 -25,570	-14%	-$4.6M	9.01%	3
2025 Q4	$31.4M	Sell	179,058 -1,700	-0.9%	-$309K	11.18%	3
2025 Q3	$34.8M	Buy	180,758 +25,518	+16%	+$5.32M	12.03%	1
2025 Q2	$34.3M	Buy	155,240 +3,580	+2%	+$773K	11.67%	1
2025 Q1	$33M	Sell	151,660 -5,840	-4%	-$1.15M	10.73%	2
2024 Q4	$28.9M	Buy	+157,500	New	+$32.6M	9.41%	3
2023 Q3	–	Sell	-23,175	Closed	-$4.49M	–	28
2023 Q2	$4.49M	Hold	23,175	–	–	1.5%	22
2023 Q1	$4.74M	Hold	23,175	–	–	1.57%	21
2022 Q4	$4.91M	Buy	23,175 +2,320	+11%	+$483K	1.72%	22
2022 Q3	$4.48M	Sell	20,855 -650	-3%	-$167K	1.77%	22
2022 Q2	$5.5M	Sell	21,505 -7,620	-26%	-$1.91M	1.78%	23
2022 Q1	$7.32M	Hold	29,125	–	–	1.91%	23
2021 Q4	$8.52M	Sell	29,125 -2,560	-8%	-$699K	2.03%	26
2021 Q3	$8.41M	Sell	31,685 -6,100	-16%	-$1.74M	2.24%	24
2021 Q2	$10.2M	Sell	37,785 -5,000	-12%	-$1.27M	2.71%	20
2021 Q1	$10.2M	Buy	42,785 +270	+0.6%	+$60.1K	2.97%	20
2020 Q4	$9.54M	Buy	+42,515	New	+$9.88M	2.83%	19

Other funds holding AMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 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

B&I Capital's AMT Position: Q1 2026 in Review

B&I Capital reduced its American Tower (AMT) stake by 14% in Q1 2026, selling an estimated $4.6M and leaving 153,488 shares worth $26.5M. The position accounts for 9.01% of the portfolio, ranked #3.

B&I Capital first reported a position in AMT in Q4 2020 and has held it in 17 quarters since. The position peaked at $34.8M in Q3 2025. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

B&I Capital held 153,488 shares of American Tower worth $26.5M as of Q1 2026.
B&I Capital sold 25,570 American Tower shares in Q1 2026, an estimated $4.6M.
American Tower made up 9.01% of B&I Capital's portfolio in Q1 2026, its #3 holding.
B&I Capital first reported a position in American Tower in Q4 2020 and has held it in 17 quarters since.
B&I Capital's American Tower position peaked at $34.8M in Q3 2025.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on B&I Capital's 13F filing for Q1 2026, filed 6 May 2026.