LGL Partners’s American Tower AMT Stock Holding History

LGL Partners’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
2025 Q1	–	Sell	-1,664	Closed	-$305K	–	57
2024 Q4	$305K	Buy	1,664 +12	+0.7%	+$2.49K	0.04%	89
2024 Q3	$384K	Buy	1,652 +2	+0.1%	+$443	0.05%	78
2024 Q2	$321K	Hold	1,650	–	–	0.05%	84
2024 Q1	$326K	Hold	1,650	–	–	0.05%	82
2023 Q4	$356K	Hold	1,650	–	–	0.05%	81
2023 Q3	$271K	Hold	1,650	–	–	0.05%	84
2023 Q2	$320K	Hold	1,650	–	–	0.05%	83
2023 Q1	$337K	Sell	1,650 -66	-4%	-$13.8K	0.06%	77
2022 Q4	$364K	Sell	1,716 -691	-29%	-$144K	0.07%	67
2022 Q3	$517K	Buy	2,407 +757	+46%	+$194K	0.11%	58
2022 Q2	$422K	Hold	1,650	–	–	0.07%	61
2022 Q1	$415K	Sell	1,650 -2,003	-55%	-$489K	0.06%	68
2021 Q4	$1.07M	Buy	3,653 +2,000	+121%	+$546K	0.13%	39
2021 Q3	$439K	Hold	1,653	–	–	0.27%	53
2021 Q2	$447K	Buy	1,653 +3	+0.2%	+$765	0.27%	53
2021 Q1	$394K	Hold	1,650	–	–	0.23%	57
2020 Q4	$370K	Hold	1,650	–	–	0.21%	60
2020 Q3	$399K	Hold	1,650	–	–	0.24%	54
2020 Q2	$427K	Hold	1,650	–	–	0.27%	51
2020 Q1	$359K	Hold	1,650	–	–	0.24%	51
2019 Q4	$379K	Hold	1,650	–	–	0.12%	67
2019 Q3	$365K	Hold	1,650	–	–	0.15%	68
2019 Q2	$337K	Hold	1,650	–	–	0.13%	79
2019 Q1	$325K	Buy	+1,650	New	+$289K	0.12%	79

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

LGL Partners's AMT Position: Q1 2025 in Review

LGL Partners sold out of American Tower (AMT) in Q1 2025, closing a stake of 1,664 shares — an estimated $305K sold.

LGL Partners first reported a position in AMT in Q1 2019 and held it in 24 quarters. The position peaked at $1.07M in Q4 2021. 1,844 funds tracked by Wall St. Rank hold AMT as of Q1 2025.

LGL Partners reported no remaining American Tower position as of Q1 2025 after selling out during the quarter.
LGL Partners sold 1,664 American Tower shares in Q1 2025, an estimated $305K.
LGL Partners first reported a position in American Tower in Q1 2019 and held it in 24 quarters.
LGL Partners's American Tower position peaked at $1.07M in Q4 2021.
1,844 funds tracked by Wall St. Rank held American Tower as of Q1 2025.

Based on LGL Partners's 13F filing for Q1 2025, filed 15 May 2025.