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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
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

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 $3.37T AUM 44.26% 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

Klingman & Associates's AMT Position: Q2 2026 in Review

Klingman & Associates increased its American Tower (AMT) stake by 6.1% in Q2 2026, buying an estimated $13.1K and bringing the position to 1,275 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #339.

Klingman & Associates first reported a position in AMT in Q4 2014 and has held it in 11 quarters since. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Klingman & Associates held 1,275 shares of American Tower worth $209K as of Q2 2026.
  • Klingman & Associates bought 73 American Tower shares in Q2 2026, an estimated $13.1K.
  • American Tower made up 0.01% of Klingman & Associates's portfolio in Q2 2026, its #339 holding.
  • Klingman & Associates first reported a position in American Tower in Q4 2014 and has held it in 11 quarters since.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.