Corient IA’s American Tower AMT Stock Holding History

Corient IA’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
2025 Q3	–	Sell	-1,000	Closed	-$221K	–	241
2025 Q2	$221K	Hold	1,000	–	–	0.13%	277
2025 Q1	$218K	Buy	+1,000	New	+$196K	0.15%	262

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Corient IA's AMT Position: Q3 2025 in Review

Corient IA sold out of American Tower (AMT) in Q3 2025, closing a stake of 1,000 shares — an estimated $221K sold.

Corient IA first reported a position in AMT in Q1 2025 and held it in 2 quarters. The position peaked at $221K in Q2 2025. 1,799 funds tracked by Wall St. Rank hold AMT as of Q3 2025.

Corient IA reported no remaining American Tower position as of Q3 2025 after selling out during the quarter.
Corient IA sold 1,000 American Tower shares in Q3 2025, an estimated $221K.
Corient IA first reported a position in American Tower in Q1 2025 and held it in 2 quarters.
Corient IA's American Tower position peaked at $221K in Q2 2025.
1,799 funds tracked by Wall St. Rank held American Tower as of Q3 2025.

Based on Corient IA's 13F filing for Q3 2025, filed 12 Nov 2025.