DF Dent & Co’s American Tower AMT Stock Holding History

DF Dent & Co’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 Q1	$22.8M	Sell	131,882 -28,163	-18%	-$5.07M	0.44%	65
2025 Q4	$28.1M	Sell	160,045 -15,618	-9%	-$2.84M	0.4%	66
2025 Q3	$33.8M	Sell	175,663 -17,432	-9%	-$3.63M	0.44%	61
2025 Q2	$42.7M	Sell	193,095 -6,711	-3%	-$1.45M	0.54%	51
2025 Q1	$43.5M	Sell	199,806 -15,317	-7%	-$3M	0.58%	50
2024 Q4	$39.5M	Sell	215,123 -6,271	-3%	-$1.3M	0.5%	53
2024 Q3	$51.5M	Sell	221,394 -16,516	-7%	-$3.66M	0.63%	47
2024 Q2	$46.2M	Sell	237,910 -22,487	-9%	-$4.2M	0.6%	47
2024 Q1	$51.5M	Sell	260,397 -26,766	-9%	-$5.33M	0.63%	46
2023 Q4	$62M	Sell	287,163 -29,402	-9%	-$5.56M	0.82%	40
2023 Q3	$52.1M	Sell	316,565 -88,763	-22%	-$16.2M	0.76%	41
2023 Q2	$78.6M	Sell	405,328 -15,882	-4%	-$3.11M	1.06%	34
2023 Q1	$86.1M	Sell	421,210 -26,557	-6%	-$5.57M	1.21%	34
2022 Q4	$94.9M	Sell	447,767 -13,263	-3%	-$2.76M	1.42%	28
2022 Q3	$99M	Sell	461,030 -90,829	-16%	-$23.3M	1.53%	27
2022 Q2	$141M	Sell	551,859 -26,032	-5%	-$6.53M	1.99%	25
2022 Q1	$145M	Sell	577,891 -11,217	-2%	-$2.74M	1.67%	29
2021 Q4	$172M	Sell	589,108 -106,770	-15%	-$29.2M	1.73%	28
2021 Q3	$185M	Sell	695,878 -9,760	-1%	-$2.78M	1.89%	26
2021 Q2	$191M	Sell	705,638 -1,104	-0.2%	-$281K	2.02%	24
2021 Q1	$169M	Buy	706,742 +3,167	+0.5%	+$705K	1.96%	22
2020 Q4	$158M	Buy	703,575 +89,327	+15%	+$20.8M	1.83%	24
2020 Q3	$148M	Sell	614,248 -3,147	-0.5%	-$798K	2%	24
2020 Q2	$160M	Buy	617,395 +73,455	+14%	+$18.2M	2.41%	16
2020 Q1	$118M	Buy	543,940 +1,251	+0.2%	+$291K	2.28%	21
2019 Q4	$125M	Sell	542,689 -60,527	-10%	-$13.2M	2.11%	25
2019 Q3	$133M	Sell	603,216 -6,910	-1%	-$1.51M	2.39%	20
2019 Q2	$125M	Sell	610,126 -13,827	-2%	-$2.78M	2.27%	21
2019 Q1	$123M	Sell	623,953 -2,463	-0.4%	-$432K	2.44%	15
2018 Q4	$99.1M	Sell	626,416 -57,190	-8%	-$8.94M	2.47%	15
2018 Q3	$99.3M	Buy	683,606 +4,028	+0.6%	+$591K	2.06%	23
2018 Q2	$98M	Sell	679,578 -9,282	-1%	-$1.29M	2.21%	22
2018 Q1	$100M	Buy	688,860 +48,501	+8%	+$6.83M	2.32%	17
2017 Q4	$91.4M	Sell	640,359 -18,657	-3%	-$2.66M	2.3%	19
2017 Q3	$90.1M	Sell	659,016 -17,342	-3%	-$2.41M	2.34%	19
2017 Q2	$89.5M	Sell	676,358 -10,994	-2%	-$1.41M	2.36%	19
2017 Q1	$83.5M	Sell	687,352 -37,587	-5%	-$4.13M	2.36%	21
2016 Q4	$76.6M	Sell	724,939 -48,412	-6%	-$5.26M	2.15%	22
2016 Q3	$87.6M	Sell	773,351 -30,699	-4%	-$3.51M	2.42%	18
2016 Q2	$91.3M	Sell	804,050 -7,594	-0.9%	-$808K	2.56%	18
2016 Q1	$83.1M	Sell	811,644 -26,616	-3%	-$2.49M	2.42%	18
2015 Q4	$81.3M	Buy	838,260 +758	+0.1%	+$73.9K	2.28%	20
2015 Q3	$73.7M	Buy	837,502 +7,012	+0.8%	+$660K	2.09%	21
2015 Q2	$77.5M	Buy	830,490 +75,245	+10%	+$7.12M	2.09%	24
2015 Q1	$71.1M	Buy	755,245 +59,497	+9%	+$5.78M	1.75%	25
2014 Q4	$68.8M	Sell	695,748 -211,514	-23%	-$20.8M	1.67%	26
2014 Q3	$84.9M	Sell	907,262 -45,812	-5%	-$4.36M	2.12%	21
2014 Q2	$85.8M	Sell	953,074 -4,944	-0.5%	-$428K	1.98%	21
2014 Q1	$78.4M	Buy	958,018 +217,263	+29%	+$17.7M	1.83%	27
2013 Q4	$59.1M	Buy	740,755 +7,605	+1%	+$591K	1.35%	31
2013 Q3	$54.3M	Sell	733,150 -270,486	-27%	-$19.5M	1.4%	30
2013 Q2	$73.4M	Buy	+1,003,636	New	+$79.9M	2.09%	23

Other funds holding AMT

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

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

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

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

DF Dent & Co's AMT Position: Q1 2026 in Review

DF Dent & Co reduced its American Tower (AMT) stake by 18% in Q1 2026, selling an estimated $5.07M and leaving 131,882 shares worth $22.8M. The position accounts for 0.44% of the portfolio, ranked #65.

DF Dent & Co first reported a position in AMT in Q2 2013 and has held it in 52 quarters since. The position peaked at $191M in Q2 2021. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

DF Dent & Co held 131,882 shares of American Tower worth $22.8M as of Q1 2026.
DF Dent & Co sold 28,163 American Tower shares in Q1 2026, an estimated $5.07M.
American Tower made up 0.44% of DF Dent & Co's portfolio in Q1 2026, its #65 holding.
DF Dent & Co first reported a position in American Tower in Q2 2013 and has held it in 52 quarters since.
DF Dent & Co's American Tower position peaked at $191M in Q2 2021.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on DF Dent & Co's 13F filing for Q1 2026, filed 15 May 2026.