BWCP LP’s American Tower AMT Stock Holding History

BWCP LP’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	$14.7M	Buy	84,923 +26,079	+44%	+$4.69M	2.24%	23
2025 Q4	$10.3M	Buy	58,844 +14,642	+33%	+$2.66M	1.71%	24
2025 Q3	$8.5M	Sell	44,202 -777	-2%	-$162K	1.47%	22
2025 Q2	$9.94M	Buy	+44,979	New	+$9.71M	1.62%	25

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

BWCP LP's AMT Position: Q1 2026 in Review

BWCP LP increased its American Tower (AMT) stake by 44% in Q1 2026, buying an estimated $4.69M and bringing the position to 84,923 shares worth $14.7M. The position accounts for 2.24% of the portfolio, ranked #23.

BWCP LP first reported a position in AMT in Q2 2025 and has held it in 4 quarters since. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

BWCP LP held 84,923 shares of American Tower worth $14.7M as of Q1 2026.
BWCP LP bought 26,079 American Tower shares in Q1 2026, an estimated $4.69M.
American Tower made up 2.24% of BWCP LP's portfolio in Q1 2026, its #23 holding.
BWCP LP first reported a position in American Tower in Q2 2025 and has held it in 4 quarters since.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on BWCP LP's 13F filing for Q1 2026, filed 12 May 2026.