Forward Management’s American Tower AMT Stock Holding History

Forward 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
2022 Q4	–	Sell	-17,424	Closed	-$3.74M	–	1
2022 Q3	$3.74M	Sell	17,424 -3,000	-15%	-$771K	0.41%	18
2022 Q2	$5.22M	Buy	20,424 +600	+3%	+$151K	0.57%	14
2022 Q1	$4.98M	Sell	19,824 -5,776	-23%	-$1.41M	0.52%	16
2021 Q4	$7.49M	Buy	25,600 +600	+2%	+$164K	0.72%	9
2021 Q3	$6.63M	Sell	25,000 -4,000	-14%	-$1.14M	0.71%	7
2021 Q2	$7.83M	Buy	+29,000	New	+$7.39M	0.86%	6
2018 Q3	–	Sell	-4,400	Closed	-$634K	–	157
2018 Q2	$634K	Buy	+4,400	New	+$611K	0.1%	104
2016 Q4	–	Sell	-15,000	Closed	-$1.7M	–	226
2016 Q3	$1.7M	Hold	15,000	–	–	0.13%	77
2016 Q2	$1.7M	Sell	15,000 -662	-4%	-$70.5K	0.14%	77
2016 Q1	$1.6M	Hold	15,662	–	–	0.13%	84
2015 Q4	$1.52M	Sell	15,662 -38	-0.2%	-$3.7K	0.13%	95
2015 Q3	$1.38M	Buy	+15,700	New	+$1.48M	0.11%	108
2015 Q2	–	Sell	-13,000	Closed	-$1.22M	–	316
2015 Q1	$1.22M	Buy	13,000 +12,300	+1,757%	+$1.2M	0.07%	146
2014 Q4	$69K	Hold	700	–	–	﹤0.01%	348
2014 Q3	$66K	Buy	+700	New	+$66.6K	﹤0.01%	335
2013 Q4	–	Sell	-30,000	Closed	-$2.22M	–	370
2013 Q3	$2.22M	Buy	30,000 +5,000	+20%	+$361K	0.14%	90
2013 Q2	$1.83M	Buy	+25,000	New	+$1.99M	0.15%	111

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

Wellington Management Group

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

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

Geode Capital Management

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

Fidelity Investments

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

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return