Klingman & Associates’s American Tower AMT Stock Holding History

Klingman & Associates’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 Q3	$550K	Buy	3,358 +2,083	+163%	+$358K	0.02%	207
2026 Q2	$209K	Buy	1,275 +73	+6%	+$13.1K	0.01%	339
2026 Q1	$207K	Buy	+1,202	New	+$216K	0.01%	322
2025 Q4	–	Sell	-1,064	Closed	-$205K	–	328
2025 Q3	$205K	Buy	+1,064	New	+$222K	0.01%	310
2016 Q4	–	Sell	-325	Closed	-$37K	–	108
2016 Q3	$37K	Buy	325 +300	+1,200%	+$34.3K	0.01%	205
2016 Q2	$3K	Hold	25	–	–	﹤0.01%	345
2016 Q1	$3K	Hold	25	–	–	﹤0.01%	350
2015 Q4	$2K	Hold	25	–	–	﹤0.01%	366
2015 Q3	$2K	Sell	25 -293	-92%	-$27.6K	﹤0.01%	392
2015 Q2	$30K	Buy	318 +293	+1,172%	+$27.7K	0.01%	215
2015 Q1	$2K	Hold	25	–	–	﹤0.01%	349
2014 Q4	$2K	Buy	+25	New	+$2.46K	﹤0.01%	354

Other funds holding AMT

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Klingman & Associates's AMT Position: Q3 2026 in Review

Klingman & Associates increased its American Tower (AMT) stake by 163% in Q3 2026, buying an estimated $358K and bringing the position to 3,358 shares worth $550K. The position accounts for 0.02% of the portfolio, ranked #207.

Klingman & Associates first reported a position in AMT in Q4 2014 and has held it in 12 quarters since. 356 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

Klingman & Associates held 3,358 shares of American Tower worth $550K as of Q3 2026.
Klingman & Associates bought 2,083 American Tower shares in Q3 2026, an estimated $358K.
American Tower made up 0.02% of Klingman & Associates's portfolio in Q3 2026, its #207 holding.
Klingman & Associates first reported a position in American Tower in Q4 2014 and has held it in 12 quarters since.
356 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.