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Castellan Group’s American Tower AMT Stock Holding History

Castellan Group’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
Q4 		– Sell
-16,350
Closed -$3.8M – 62
2024
Q3 		$3.8M Sell
16,350
-891
-5% -$198K 1.6% 27
2024
Q2 		$3.35M Buy
17,241
+2,142
+14% +$400K 1.6% 26
2024
Q1 		$2.98M Buy
15,099
+903
+6% +$180K 1.53% 27
2023
Q4 		$3.06M Sell
14,196
-1,534
-10% -$290K 1.9% 23
2023
Q3 		$2.59M Buy
15,730
+3,084
+24% +$563K 1.82% 23
2023
Q2 		$2.45M Buy
12,646
+688
+6% +$135K 1.57% 29
2023
Q1 		$2.44M Buy
+11,958
New +$2.51M 1.67% 24

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Castellan Group's AMT Position: Q4 2024 in Review

Castellan Group sold out of American Tower (AMT) in Q4 2024, closing a stake of 16,350 shares — an estimated $3.8M sold.

Castellan Group first reported a position in AMT in Q1 2023 and held it in 7 quarters. The position peaked at $3.8M in Q3 2024. 1,798 funds tracked by Wall St. Rank hold AMT as of Q4 2024.

  • Castellan Group reported no remaining American Tower position as of Q4 2024 after selling out during the quarter.
  • Castellan Group sold 16,350 American Tower shares in Q4 2024, an estimated $3.8M.
  • Castellan Group first reported a position in American Tower in Q1 2023 and held it in 7 quarters.
  • Castellan Group's American Tower position peaked at $3.8M in Q3 2024.
  • 1,798 funds tracked by Wall St. Rank held American Tower as of Q4 2024.

Based on Castellan Group's 13F filing for Q4 2024, filed 29 Jan 2025.