Everence Capital Management’s American Tower AMT Stock Holding History

Everence Capital Management’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	$1.84M	Buy	10,671 +3,850	+56%	+$693K	0.11%	153
2025 Q4	$1.2M	Buy	6,821 +1,409	+26%	+$256K	0.07%	211
2025 Q3	$1.04M	Hold	5,412	–	–	0.06%	235
2025 Q2	$1.2M	Hold	5,412	–	–	0.08%	203
2025 Q1	$1.18M	Hold	5,412	–	–	0.08%	204
2024 Q4	$993K	Sell	5,412 -5,790	-52%	-$1.2M	0.06%	232
2024 Q3	$2.6M	Hold	11,202	–	–	0.16%	107
2024 Q2	$1.92K	Hold	11,202	–	–	0.13%	140
2024 Q1	$2.21K	Hold	11,202	–	–	0.15%	133
2023 Q4	$2.42M	Sell	11,202 -2,120	-16%	-$401K	0.17%	111
2023 Q3	$2.19K	Hold	13,322	–	–	0.17%	111
2023 Q2	$2.46M	Hold	13,322	–	–	0.2%	98
2023 Q1	$2.72K	Hold	13,322	–	–	0.22%	90
2022 Q4	$2.82K	Buy	13,322 +1,600	+14%	+$333K	0.24%	84
2022 Q3	$2.52M	Hold	11,722	–	–	0.23%	80
2022 Q2	$3M	Hold	11,722	–	–	0.27%	70
2022 Q1	$2.94M	Buy	11,722 +1,550	+15%	+$378K	0.23%	85
2021 Q4	$2.98M	Hold	10,172	–	–	0.22%	83
2021 Q3	$2.7M	Hold	10,172	–	–	0.22%	83
2021 Q2	$2.75M	Hold	10,172	–	–	0.23%	85
2021 Q1	$2.43M	Hold	10,172	–	–	0.22%	81
2020 Q4	$2.28M	Buy	10,172 +1,090	+12%	+$253K	0.22%	75
2020 Q3	$2.19M	Sell	9,082 -450	-5%	-$114K	0.24%	69
2020 Q2	$2.46M	Hold	9,532	–	–	0.29%	58
2020 Q1	$2.08M	Hold	9,532	–	–	0.29%	59
2019 Q4	$2.19M	Hold	9,532	–	–	0.33%	65
2019 Q3	$2.11M	Hold	9,532	–	–	0.34%	65
2019 Q2	$1.95M	Sell	9,532 -1,380	-13%	-$277K	0.32%	70
2019 Q1	$2.15M	Sell	10,912 -1,470	-12%	-$258K	0.38%	57
2018 Q4	$1.96M	Hold	12,382	–	–	0.45%	52
2018 Q3	$1.8M	Hold	12,382	–	–	0.36%	68
2018 Q2	$1.78M	Hold	12,382	–	–	0.38%	65
2018 Q1	$1.8M	Hold	12,382	–	–	0.4%	62
2017 Q4	$1.77M	Buy	12,382 +1,788	+17%	+$255K	0.39%	64
2017 Q3	$1.45M	Hold	10,594	–	–	0.33%	82
2017 Q2	$1.4M	Hold	10,594	–	–	0.34%	83
2017 Q1	$1.29M	Hold	10,594	–	–	0.34%	83
2016 Q4	$1.12M	Hold	10,594	–	–	0.32%	90
2016 Q3	$1.2M	Hold	10,594	–	–	0.36%	75
2016 Q2	$1.2M	Hold	10,594	–	–	0.37%	71
2016 Q1	$1.08M	Hold	10,594	–	–	0.34%	84
2015 Q4	$1.03M	Hold	10,594	–	–	0.33%	86
2015 Q3	$932K	Hold	10,594	–	–	0.32%	90
2015 Q2	$988K	Hold	10,594	–	–	0.32%	93
2015 Q1	$1.05M	Hold	10,594	–	–	0.35%	86
2014 Q4	$1.05M	Hold	10,594	–	–	0.36%	85
2014 Q3	$1.04M	Hold	10,594	–	–	0.38%	77
2014 Q2	$953K	Hold	10,594	–	–	0.35%	90
2014 Q1	$867K	Hold	10,594	–	–	0.34%	95
2013 Q4	$846K	Hold	10,594	–	–	0.34%	96
2013 Q3	$785K	Hold	10,594	–	–	0.34%	91
2013 Q2	$775K	Buy	+10,594	New	+$843K	0.35%	92

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

Everence Capital Management's AMT Position: Q1 2026 in Review

Everence Capital Management increased its American Tower (AMT) stake by 56% in Q1 2026, buying an estimated $693K and bringing the position to 10,671 shares worth $1.84M. The position accounts for 0.11% of the portfolio, ranked #153.

Everence Capital Management first reported a position in AMT in Q2 2013 and has held it in 52 quarters since. The position peaked at $3M in Q2 2022. 1,750 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Everence Capital Management held 10,671 shares of American Tower worth $1.84M as of Q1 2026.
Everence Capital Management bought 3,850 American Tower shares in Q1 2026, an estimated $693K.
American Tower made up 0.11% of Everence Capital Management's portfolio in Q1 2026, its #153 holding.
Everence Capital Management first reported a position in American Tower in Q2 2013 and has held it in 52 quarters since.
Everence Capital Management's American Tower position peaked at $3M in Q2 2022.
1,750 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.