BRIM
AMT icon

Broad Run Investment Management’s American Tower AMT Stock Holding History

Broad Run Investment Management’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 		$18.2M Sell
105,578
-4,297
-4% -$773K 3.21% 10
2025
Q4 		$19.3M Sell
109,875
-2,401
-2% -$437K 3.58% 10
2025
Q3 		$21.6M Sell
112,276
-8,024
-7% -$1.67M 3.53% 10
2025
Q2 		$26.6M Sell
120,300
-7,612
-6% -$1.64M 4.07% 8
2025
Q1 		$27.8M Sell
127,912
-82,523
-39% -$16.2M 4.65% 8
2024
Q4 		$38.6M Sell
210,435
-35,742
-15% -$7.41M 5.24% 9
2024
Q3 		$57.3M Sell
246,177
-24,343
-9% -$5.4M 6.91% 5
2024
Q2 		$52.6M Sell
270,520
-6,826
-2% -$1.28M 7.2% 6
2024
Q1 		$54.8M Sell
277,346
-4,783
-2% -$953K 6.73% 7
2023
Q4 		$60.9M Sell
282,129
-51,908
-16% -$9.81M 8.14% 2
2023
Q3 		$54.9M Sell
334,037
-4,676
-1% -$854K 7.26% 7
2023
Q2 		$65.7M Sell
338,713
-19,856
-6% -$3.88M 7.77% 5
2023
Q1 		$73.3M Sell
358,569
-19,047
-5% -$4M 8.73% 2
2022
Q4 		$80M Sell
377,616
-82,401
-18% -$17.2M 9.64% 2
2022
Q3 		$98.8M Sell
460,017
-43,135
-9% -$11.1M 10.82% 2
2022
Q2 		$129M Sell
503,152
-72,352
-13% -$18.2M 11.71% 1
2022
Q1 		$145M Buy
575,504
+2,602
+0.5% +$635K 10.22% 3
2021
Q4 		$168M Sell
572,902
-993
-0.2% -$271K 10.36% 2
2021
Q3 		$152M Sell
573,895
-27,405
-5% -$7.81M 9.76% 2
2021
Q2 		$162M Sell
601,300
-9,072
-1% -$2.31M 10.16% 2
2021
Q1 		$146M Sell
610,372
-15,548
-2% -$3.46M 9.71% 3
2020
Q4 		$140M Sell
625,920
-7,131
-1% -$1.66M 9.47% 3
2020
Q3 		$153M Sell
633,051
-2,642
-0.4% -$670K 10.12% 2
2020
Q2 		$164M Sell
635,693
-106,013
-14% -$26.2M 10.75% 1
2020
Q1 		$162M Sell
741,706
-276,349
-27% -$64.3M 11.34% 1
2019
Q4 		$234M Sell
1,018,055
-95,191
-9% -$20.7M 10.2% 1
2019
Q3 		$246M Sell
1,113,246
-57,482
-5% -$12.5M 10.52% 1
2019
Q2 		$239M Sell
1,170,728
-156,278
-12% -$31.4M 10.4% 2
2019
Q1 		$262M Sell
1,327,006
-224,204
-14% -$39.3M 11.58% 1
2018
Q4 		$245M Sell
1,551,210
-425,615
-22% -$66.5M 11.28% 1
2018
Q3 		$287M Sell
1,976,825
-278,863
-12% -$40.9M 10.67% 1
2018
Q2 		$325M Sell
2,255,688
-185,525
-8% -$25.8M 11.07% 1
2018
Q1 		$355M Buy
2,441,213
+21,425
+0.9% +$3.02M 11.51% 1
2017
Q4 		$345M Sell
2,419,788
-2,593
-0.1% -$370K 11.14% 1
2017
Q3 		$331M Sell
2,422,381
-10,880
-0.4% -$1.51M 11.08% 1
2017
Q2 		$322M Sell
2,433,261
-2,330
-0.1% -$298K 11.28% 1
2017
Q1 		$296M Buy
2,435,591
+71,006
+3% +$7.81M 11.15% 1
2016
Q4 		$250M Buy
2,364,585
+104,203
+5% +$11.3M 10.33% 2
2016
Q3 		$256M Buy
2,260,382
+24,278
+1% +$2.78M 11.64% 1
2016
Q2 		$254M Buy
2,236,104
+14,602
+0.7% +$1.55M 12.23% 1
2016
Q1 		$227M Buy
2,221,502
+87
+0% +$8.13K 11.38% 2
2015
Q4 		$215M Buy
2,221,415
+127,201
+6% +$12.4M 11.17% 2
2015
Q3 		$184M Buy
2,094,214
+321,428
+18% +$30.3M 10.46% 2
2015
Q2 		$165M Buy
1,772,786
+130,029
+8% +$12.3M 9.84% 2
2015
Q1 		$155M Buy
1,642,757
+126,621
+8% +$12.3M 9.94% 3
2014
Q4 		$150M Buy
1,516,136
+776
+0.1% +$76.2K 10.46% 2
2014
Q3 		$142M Buy
1,515,360
+1,225
+0.1% +$117K 10.86% 1
2014
Q2 		$136M Buy
1,514,135
+2,184
+0.1% +$189K 9.79% 2
2014
Q1 		$124M Buy
1,511,951
+136,852
+10% +$11.2M 9.39% 2
2013
Q4 		$110M Buy
1,375,099
+77,668
+6% +$6.03M 8.31% 3
2013
Q3 		$96.2M Buy
1,297,431
+258,567
+25% +$18.7M 8.83% 2
2013
Q2 		$76M Buy
+1,038,864
New +$82.7M 8.38% 3

Other funds holding AMT

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Broad Run Investment Management's AMT Position: Q1 2026 in Review

Broad Run Investment Management reduced its American Tower (AMT) stake by 3.9% in Q1 2026, selling an estimated $773K and leaving 105,578 shares worth $18.2M. The position accounts for 3.21% of the portfolio, ranked #10.

Broad Run Investment Management first reported a position in AMT in Q2 2013 and has held it in 52 quarters since. The position peaked at $355M in Q1 2018. 1,750 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Broad Run Investment Management held 105,578 shares of American Tower worth $18.2M as of Q1 2026.
  • Broad Run Investment Management sold 4,297 American Tower shares in Q1 2026, an estimated $773K.
  • American Tower made up 3.21% of Broad Run Investment Management's portfolio in Q1 2026, its #10 holding.
  • Broad Run Investment Management first reported a position in American Tower in Q2 2013 and has held it in 52 quarters since.
  • Broad Run Investment Management's American Tower position peaked at $355M in Q1 2018.
  • 1,750 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Broad Run Investment Management's 13F filing for Q1 2026, filed 15 May 2026.