Caption Management’s American Tower AMT Stock Holding History

Caption 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
2024 Q2	–	Sell	-12,600	Closed	-$2.49M	–	1130
2024 Q1	$2.49M	Sell	12,600 -5,400	-30%	-$1.08M	0.04%	470
2023 Q4	$3.89M	Sell	18,000 -28,600	-61%	-$5.41M	0.05%	421
2023 Q3	$7.66M	Sell	46,600 -213,000	-82%	-$38.9M	0.12%	214
2023 Q2	$50.3M	Buy	+259,600	New	+$50.8M	0.89%	10
2023 Q1	–	Sell	-88,300	Closed	-$18.7M	–	1062
2022 Q4	$18.7M	Buy	+88,300	New	+$18.4M	0.29%	73
2020 Q2	–	Sell	-100,000	Closed	-$21.8M	–	914
2020 Q1	$21.8M	Buy	+100,000	New	+$23.3M	1.23%	3

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

Caption Management's AMT Position: Q1 2026 in Review

Caption Management sold out of American Tower (AMT) in Q1 2026, closing a stake of 8,000 shares — an estimated $1.4M sold.

Caption Management first reported a position in AMT in Q2 2023 and held it in 5 quarters. The position peaked at $14.3M in Q3 2023. 1,749 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Caption Management reported no remaining American Tower position as of Q1 2026 after selling out during the quarter.
Caption Management sold 8,000 American Tower shares in Q1 2026, an estimated $1.4M.
Caption Management first reported a position in American Tower in Q2 2023 and held it in 5 quarters.
Caption Management's American Tower position peaked at $14.3M in Q3 2023.
1,749 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

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