Delta Financial Group’s American Tower AMT Stock Holding History

Delta Financial 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
2025 Q1	$471K	Sell	2,216 -4	-0.2%	-$785	0.11%	139
2024 Q4	$407K	Sell	2,220 -256	-10%	-$53K	0.1%	149
2024 Q3	$576K	Buy	2,476 +3	+0.1%	+$665	0.21%	61
2024 Q2	$481K	Buy	2,473 +3	+0.1%	+$561	0.2%	65
2024 Q1	$488K	Buy	2,470 +30	+1%	+$5.97K	0.14%	120
2023 Q4	$527K	Buy	2,440 +29	+1%	+$5.48K	0.17%	103
2023 Q3	$397K	Buy	2,411 +27	+1%	+$4.93K	0.14%	119
2023 Q2	$462K	Buy	2,384 +67	+3%	+$13.1K	0.54%	46
2023 Q1	$473K	Buy	+2,317	New	+$486K	0.19%	94

Other funds holding AMT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Delta Financial Group's AMT Position: Q1 2025 in Review

Delta Financial Group reduced its American Tower (AMT) stake by 0.18% in Q1 2025, selling an estimated $785 and leaving 2,216 shares worth $471K. The position accounts for 0.11% of the portfolio, ranked #139.

Delta Financial Group first reported a position in AMT in Q1 2023 and has held it in 9 quarters since. The position peaked at $576K in Q3 2024. 1,839 funds tracked by Wall St. Rank hold AMT as of Q1 2025.

Delta Financial Group held 2,216 shares of American Tower worth $471K as of Q1 2025.
Delta Financial Group sold 4 American Tower shares in Q1 2025, an estimated $785.
American Tower made up 0.11% of Delta Financial Group's portfolio in Q1 2025, its #139 holding.
Delta Financial Group first reported a position in American Tower in Q1 2023 and has held it in 9 quarters since.
Delta Financial Group's American Tower position peaked at $576K in Q3 2024.
1,839 funds tracked by Wall St. Rank held American Tower as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.