Jefferies Financial Group’s American Tower AMT Stock Holding History

Jefferies Financial Group’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	$93.9K	Sell	544 -5,255	-91%	-$946K	﹤0.01%	1603
2025 Q4	$1.02M	Buy	5,799 +3,708	+177%	+$675K	0.01%	1072
2025 Q3	$402K	Buy	+2,091	New	+$436K	﹤0.01%	1141
2025 Q2	–	Sell	-3,462	Closed	-$753K	–	1277
2025 Q1	$753K	Buy	3,462 +700	+25%	+$137K	0.01%	916
2024 Q4	$507K	Sell	2,762 -9,209	-77%	-$1.91M	﹤0.01%	1095
2024 Q3	$2.78M	Buy	11,971 +1,440	+14%	+$319K	0.02%	480
2024 Q2	$2.05M	Buy	10,531 +5,360	+104%	+$1M	0.02%	542
2024 Q1	$1.02M	Sell	5,171 -660	-11%	-$131K	0.01%	819
2023 Q4	$1.26M	Sell	5,831 -10,592	-64%	-$2M	0.01%	871
2023 Q3	$2.7M	Buy	16,423 +9,328	+131%	+$1.7M	0.02%	527
2023 Q2	$1.38M	Sell	7,095 -16,282	-70%	-$3.18M	0.01%	793
2023 Q1	$4.78M	Buy	23,377 +21,018	+891%	+$4.41M	0.04%	377
2022 Q4	$500K	Buy	+2,359	New	+$491K	﹤0.01%	1056

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

Jefferies Financial Group's AMT Position: Q1 2026 in Review

Jefferies Financial Group reduced its American Tower (AMT) stake by 91% in Q1 2026, selling an estimated $946K and leaving 544 shares worth $93.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1603.

Jefferies Financial Group first reported a position in AMT in Q4 2022 and has held it in 13 quarters since. The position peaked at $4.78M in Q1 2023. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Jefferies Financial Group held 544 shares of American Tower worth $93.9K as of Q1 2026.
Jefferies Financial Group sold 5,255 American Tower shares in Q1 2026, an estimated $946K.
American Tower made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1603 holding.
Jefferies Financial Group first reported a position in American Tower in Q4 2022 and has held it in 13 quarters since.
Jefferies Financial Group's American Tower position peaked at $4.78M in Q1 2023.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.