LDR Capital Management’s American Tower AMT Stock Holding History

LDR Capital 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	$4.86M	Buy	28,156 +12,659	+82%	+$2.28M	6.53%	4
2025 Q4	$2.72M	Sell	15,497 -3,854	-20%	-$701K	3.77%	7
2025 Q3	$3.72M	Buy	19,351 +4,391	+29%	+$915K	5.47%	6
2025 Q2	$3.31M	Sell	14,960 -6,576	-31%	-$1.42M	4.28%	8
2025 Q1	$4.69M	Buy	21,536 +5,521	+34%	+$1.08M	5.66%	3
2024 Q4	$2.94M	Buy	16,015 +7,877	+97%	+$1.63M	3.98%	7
2024 Q3	$1.89M	Sell	8,138 -9	-0.1%	-$2K	2.11%	25
2024 Q2	$1.58M	Sell	8,147 -852	-9%	-$159K	1.44%	30
2024 Q1	$1.78M	Sell	8,999 -28	-0.3%	-$5.58K	1.2%	30
2023 Q4	$1.95M	Buy	9,027 +3,248	+56%	+$614K	1.09%	24
2023 Q3	$950K	Buy	+5,779	New	+$1.06M	0.58%	39
2023 Q1	–	Sell	-24,531	Closed	-$5.2M	–	37
2022 Q4	$5.2M	Buy	+24,531	New	+$5.11M	2.85%	8
2020 Q1	–	Sell	-48,704	Closed	-$11.2M	–	13
2019 Q4	$11.2M	Buy	+48,704	New	+$10.6M	6.71%	3

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

LDR Capital Management's AMT Position: Q1 2026 in Review

LDR Capital Management increased its American Tower (AMT) stake by 82% in Q1 2026, buying an estimated $2.28M and bringing the position to 28,156 shares worth $4.86M. The position accounts for 6.53% of the portfolio, ranked #4.

LDR Capital Management first reported a position in AMT in Q4 2019 and has held it in 13 quarters since. The position peaked at $11.2M in Q4 2019. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

LDR Capital Management held 28,156 shares of American Tower worth $4.86M as of Q1 2026.
LDR Capital Management bought 12,659 American Tower shares in Q1 2026, an estimated $2.28M.
American Tower made up 6.53% of LDR Capital Management's portfolio in Q1 2026, its #4 holding.
LDR Capital Management first reported a position in American Tower in Q4 2019 and has held it in 13 quarters since.
LDR Capital Management's American Tower position peaked at $11.2M in Q4 2019.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on LDR Capital Management's 13F filing for Q1 2026, filed 11 May 2026.