Corient Private Wealth
AMT icon

Corient Private Wealth’s American Tower AMT Stock Holding History

Corient Private Wealth’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
Q2 		$82.7M Sell
505,701
-41,126
-8% -$7.4M 0.11% 168
2026
Q1 		$94M Sell
546,827
-32,697
-6% -$5.88M 0.13% 146
2025
Q4 		$102M Sell
579,524
-57,225
-9% -$10.4M 0.14% 148
2025
Q3 		$120M Sell
636,749
-8,590
-1% -$1.79M 0.19% 115
2025
Q2 		$143M Sell
645,339
-3,474
-0.5% -$750K 0.19% 112
2025
Q1 		$141M Sell
648,813
-22,474
-3% -$4.41M 0.23% 102
2024
Q4 		$123M Sell
671,287
-28,096
-4% -$5.82M 0.2% 110
2024
Q3 		$163M Buy
699,383
+53,129
+8% +$11.8M 0.25% 90
2024
Q2 		$126M Buy
646,254
+139,657
+28% +$26.1M 0.22% 104
2024
Q1 		$100M Buy
506,597
+140,056
+38% +$27.9M 0.18% 135
2023
Q4 		$79.1M Buy
366,541
+31,004
+9% +$5.86M 0.15% 155
2023
Q3 		$55.2M Buy
335,537
+15,531
+5% +$2.84M 0.13% 175
2023
Q2 		$62.1M Buy
320,006
+2,214
+0.7% +$433K 0.14% 154
2023
Q1 		$64.9M Buy
317,792
+145,701
+85% +$30.6M 0.17% 135
2022
Q4 		$36.5M Buy
+172,091
New +$35.8M 0.13% 176

Other funds holding AMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Corient Private Wealth's AMT Position: Q2 2026 in Review

Corient Private Wealth reduced its American Tower (AMT) stake by 7.5% in Q2 2026, selling an estimated $7.4M and leaving 505,701 shares worth $82.7M. The position accounts for 0.11% of the portfolio, ranked #168.

Corient Private Wealth first reported a position in AMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $163M in Q3 2024. 1,752 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Corient Private Wealth held 505,701 shares of American Tower worth $82.7M as of Q2 2026.
  • Corient Private Wealth sold 41,126 American Tower shares in Q2 2026, an estimated $7.4M.
  • American Tower made up 0.11% of Corient Private Wealth's portfolio in Q2 2026, its #168 holding.
  • Corient Private Wealth first reported a position in American Tower in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's American Tower position peaked at $163M in Q3 2024.
  • 1,752 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.