Callan Family Office’s American Tower AMT Stock Holding History

Callan Family Office’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	$2.98M	Sell	17,258 -1,554	-8%	-$280K	0.07%	274
2025 Q4	$3.3M	Buy	18,812 +1,091	+6%	+$199K	0.07%	251
2025 Q3	$3.41M	Sell	17,721 -1,063	-6%	-$221K	0.11%	194
2025 Q2	$4.15M	Buy	18,784 +15,574	+485%	+$3.36M	0.13%	174
2025 Q1	$698K	Sell	3,210 -9,607	-75%	-$1.88M	0.05%	260
2024 Q4	$2.35M	Buy	+12,817	New	+$2.66M	0.15%	128

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

Callan Family Office's AMT Position: Q1 2026 in Review

Callan Family Office reduced its American Tower (AMT) stake by 8.3% in Q1 2026, selling an estimated $280K and leaving 17,258 shares worth $2.98M. The position accounts for 0.07% of the portfolio, ranked #274.

Callan Family Office first reported a position in AMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.15M in Q2 2025. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Callan Family Office held 17,258 shares of American Tower worth $2.98M as of Q1 2026.
Callan Family Office sold 1,554 American Tower shares in Q1 2026, an estimated $280K.
American Tower made up 0.07% of Callan Family Office's portfolio in Q1 2026, its #274 holding.
Callan Family Office first reported a position in American Tower in Q4 2024 and has held it in 6 quarters since.
Callan Family Office's American Tower position peaked at $4.15M in Q2 2025.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.