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 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 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

Klingman & Associates's AMT Position: Q1 2026 in Review

Klingman & Associates opened a new position in American Tower (AMT) in Q1 2026: 1,202 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #322 among its holdings. This is a return to the name: Klingman & Associates previously reported a position in AMT as recently as Q3 2025.

Klingman & Associates first reported a position in AMT in Q4 2014 and has held it in 10 quarters since. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Klingman & Associates held 1,202 shares of American Tower worth $207K as of Q1 2026.
American Tower was a new Klingman & Associates position in Q1 2026.
American Tower made up 0.01% of Klingman & Associates's portfolio in Q1 2026, its #322 holding.
Klingman & Associates first reported a position in American Tower in Q4 2014 and has held it in 10 quarters since.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.