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J. Safra Asset Management’s American Tower AMT Stock Holding History

J. Safra Asset 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
Q2 		$47.8K Sell
292
-20
-6% -$3.6K ﹤0.01% 271
2026
Q1 		$53.8K Buy
312
+22
+8% +$3.96K ﹤0.01% 257
2025
Q4 		$51.2K Sell
290
-2,815
-91% -$512K ﹤0.01% 282
2025
Q3 		$597K Buy
3,105
+851
+38% +$177K 0.04% 104
2025
Q2 		$498K Buy
2,254
+1,928
+591% +$416K 0.03% 97
2025
Q1 		$70.9K Buy
326
+128
+65% +$25.1K 0.01% 174
2024
Q4 		$36K Hold
198
– – ﹤0.01% 209
2024
Q3 		$45.6K Hold
198
– – ﹤0.01% 160
2024
Q2 		$38.5K Sell
198
-332
-63% -$62.1K ﹤0.01% 157
2024
Q1 		$105K Sell
530
-20
-4% -$3.98K 0.01% 65
2023
Q4 		$119K Buy
550
+33
+6% +$6.24K 0.02% 65
2023
Q3 		$85K Sell
517
-118
-19% -$21.6K 0.01% 73
2023
Q2 		$123K Hold
635
– – 0.02% 72
2023
Q1 		$130K Buy
635
+511
+412% +$107K 0.02% 65
2022
Q4 		$26K Buy
+124
New +$25.8K ﹤0.01% 44
2022
Q3 		– Hold
0
– – – 64
2022
Q1 		– Hold
0
– – – 79

Other funds holding AMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

J. Safra Asset Management's AMT Position: Q2 2026 in Review

J. Safra Asset Management reduced its American Tower (AMT) stake by 6.4% in Q2 2026, selling an estimated $3.6K and leaving 292 shares worth $47.8K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

J. Safra Asset Management first reported a position in AMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $597K in Q3 2025. 1,758 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • J. Safra Asset Management held 292 shares of American Tower worth $47.8K as of Q2 2026.
  • J. Safra Asset Management sold 20 American Tower shares in Q2 2026, an estimated $3.6K.
  • American Tower made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #271 holding.
  • J. Safra Asset Management first reported a position in American Tower in Q4 2022 and has held it in 15 quarters since.
  • J. Safra Asset Management's American Tower position peaked at $597K in Q3 2025.
  • 1,758 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.