Caldwell Sutter Capital’s American Tower AMT Stock Holding History

Caldwell Sutter 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	$863	Hold	5	–	–	﹤0.01%	825
2025 Q4	$878	Hold	5	–	–	﹤0.01%	815
2025 Q3	$962	Sell	5 -10	-67%	-$2.08K	﹤0.01%	804
2025 Q2	$3.31K	Hold	15	–	–	﹤0.01%	661
2025 Q1	$3.26K	Hold	15	–	–	﹤0.01%	679
2024 Q4	$2.75K	Hold	15	–	–	﹤0.01%	708
2024 Q3	$3.49K	Hold	15	–	–	﹤0.01%	694
2024 Q2	$2.92K	Hold	15	–	–	﹤0.01%	706
2024 Q1	$2.96K	Sell	15 -4	-21%	-$797	﹤0.01%	706
2023 Q4	$4.1K	Hold	19	–	–	﹤0.01%	653
2023 Q3	$3.13K	Hold	19	–	–	﹤0.01%	663
2023 Q2	$3.69K	Hold	19	–	–	﹤0.01%	649
2023 Q1	$3.88K	Buy	+19	New	+$3.99K	﹤0.01%	451

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

Caldwell Sutter Capital's AMT Position: Q1 2026 in Review

Caldwell Sutter Capital held its American Tower (AMT) position steady in Q1 2026 at 5 shares worth $863. The position accounts for ﹤0.01% of the portfolio, ranked #825.

Caldwell Sutter Capital first reported a position in AMT in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.1K in Q4 2023. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Caldwell Sutter Capital held 5 shares of American Tower worth $863 as of Q1 2026.
Caldwell Sutter Capital left its American Tower share count unchanged in Q1 2026.
American Tower made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q1 2026, its #825 holding.
Caldwell Sutter Capital first reported a position in American Tower in Q1 2023 and has held it in 13 quarters since.
Caldwell Sutter Capital's American Tower position peaked at $4.1K in Q4 2023.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.