Forte Capital’s American Tower AMT Stock Holding History

Forte Capital’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 Q2	$2.7M	Buy	12,218 +8,906	+269%	+$1.92M	0.29%	68
2025 Q1	$721K	Sell	3,312 -201	-6%	-$39.4K	0.09%	142
2024 Q4	$644K	Sell	3,513 -446	-11%	-$92.4K	0.07%	143
2024 Q3	$921K	Sell	3,959 -171	-4%	-$37.9K	0.1%	122
2024 Q2	$803K	Buy	4,130 +61	+1%	+$11.4K	0.1%	122
2024 Q1	$804K	Buy	4,069 +1,078	+36%	+$215K	0.1%	121
2023 Q4	$646K	Sell	2,991 -180	-6%	-$34K	0.09%	124
2023 Q3	$522K	Sell	3,171 -115	-3%	-$21K	0.08%	129
2023 Q2	$637K	Buy	3,286 +54	+2%	+$10.6K	0.09%	118
2023 Q1	$661K	Buy	3,232 +99	+3%	+$20.8K	0.1%	113
2022 Q4	$664K	Buy	3,133 +212	+7%	+$44.1K	0.11%	112
2022 Q3	$627K	Buy	2,921 +101	+4%	+$25.9K	0.11%	112
2022 Q2	$721K	Buy	2,820 +45	+2%	+$11.3K	0.13%	111
2022 Q1	$812K	Hold	2,775	–	–	0.1%	120
2021 Q4	$812K	Buy	2,775 +20	+0.7%	+$5.46K	0.1%	120
2021 Q3	$731K	Buy	2,755 +17	+0.6%	+$4.85K	0.1%	120
2021 Q2	$740K	Buy	2,738 +225	+9%	+$57.3K	0.1%	122
2021 Q1	$601K	Buy	2,513 +165	+7%	+$36.7K	0.09%	126
2020 Q4	$527K	Buy	2,348 +135	+6%	+$31.4K	0.08%	132
2020 Q3	$535K	Buy	2,213 +81	+4%	+$20.5K	0.1%	119
2020 Q2	$551K	Buy	+2,132	New	+$527K	0.12%	111

Other funds holding AMT

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

BlackRock New York $5.7T 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

Fidelity Investments

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

Geode Capital Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

T. Rowe Price Associates

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return