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 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 +107	+629%	+$22.3K	﹤0.01%	44
2022 Q3	$0	Buy	+17	New	+$4.37K	﹤0.01%	39
2022 Q2	–	Sell	-55	Closed	–	–	38
2022 Q1	$0	Buy	+55	New	+$13.4K	﹤0.01%	51

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

J. Safra Asset Management's AMT Position: Q1 2026 in Review

J. Safra Asset Management increased its American Tower (AMT) stake by 7.6% in Q1 2026, buying an estimated $3.96K and bringing the position to 312 shares worth $53.8K. The position accounts for ﹤0.01% of the portfolio, ranked #257.

J. Safra Asset Management first reported a position in AMT in Q1 2022 and has held it in 16 quarters since. The position peaked at $597K in Q3 2025. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

J. Safra Asset Management held 312 shares of American Tower worth $53.8K as of Q1 2026.
J. Safra Asset Management bought 22 American Tower shares in Q1 2026, an estimated $3.96K.
American Tower made up ﹤0.01% of J. Safra Asset Management's portfolio in Q1 2026, its #257 holding.
J. Safra Asset Management first reported a position in American Tower in Q1 2022 and has held it in 16 quarters since.
J. Safra Asset Management's American Tower position peaked at $597K in Q3 2025.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.