Denver PWM’s American Tower AMT Stock Holding History

Denver PWM’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	–	Sell	-3	Closed	-$551	–	77
2024 Q4	$551	Buy	+3	New	+$622	﹤0.01%	210
2024 Q3	–	Sell	-10	Closed	-$1.94K	–	162
2024 Q2	$1.94K	Buy	+10	New	+$1.87K	﹤0.01%	202

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 $3.37T AUM 44.26% 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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Denver PWM's AMT Position: Q1 2025 in Review

Denver PWM sold out of American Tower (AMT) in Q1 2025, closing a stake of 3 shares — an estimated $551 sold.

Denver PWM first reported a position in AMT in Q2 2024 and held it in 2 quarters. The position peaked at $1.94K in Q2 2024. 1,844 funds tracked by Wall St. Rank hold AMT as of Q1 2025.

Denver PWM reported no remaining American Tower position as of Q1 2025 after selling out during the quarter.
Denver PWM sold 3 American Tower shares in Q1 2025, an estimated $551.
Denver PWM first reported a position in American Tower in Q2 2024 and held it in 2 quarters.
Denver PWM's American Tower position peaked at $1.94K in Q2 2024.
1,844 funds tracked by Wall St. Rank held American Tower as of Q1 2025.

Based on Denver PWM's 13F filing for Q1 2025, filed 7 May 2025.