Makena Capital Management’s American Tower AMT Stock Holding History

Makena 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
2025 Q1	–	Sell	-37,222	Closed	-$6.83M	–	27
2024 Q4	$6.83M	Sell	37,222 -1,583	-4%	-$328K	1.11%	36
2024 Q3	$9.02M	Sell	38,805 -1,309	-3%	-$290K	2.17%	27
2024 Q2	$7.8M	Buy	+40,114	New	+$7.5M	1.81%	33
2022 Q2	–	Sell	-56,466	Closed	-$14.2M	–	45
2022 Q1	$14.2M	Buy	56,466 +24,339	+76%	+$5.94M	1.72%	25
2021 Q4	$9.4M	Buy	32,127 +155	+0.5%	+$42.3K	1.06%	32
2021 Q3	$8.49M	Buy	31,972 +9,760	+44%	+$2.78M	1.43%	33
2021 Q2	$6M	Buy	22,212 +108	+0.5%	+$27.5K	0.89%	33
2021 Q1	$5.28M	Buy	22,104 +15,028	+212%	+$3.35M	0.84%	31
2020 Q4	$1.59M	Hold	7,076	–	–	0.88%	45
2020 Q3	$1.71M	Hold	7,076	–	–	1%	47
2020 Q2	$1.83M	Buy	+7,076	New	+$1.75M	1.12%	42

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 $3.38T AUM 44.17% 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

Makena Capital Management's AMT Position: Q1 2025 in Review

Makena Capital Management sold out of American Tower (AMT) in Q1 2025, closing a stake of 37,222 shares — an estimated $6.83M sold.

Makena Capital Management first reported a position in AMT in Q2 2020 and held it in 11 quarters. The position peaked at $14.2M in Q1 2022. 1,845 funds tracked by Wall St. Rank hold AMT as of Q1 2025.

Makena Capital Management reported no remaining American Tower position as of Q1 2025 after selling out during the quarter.
Makena Capital Management sold 37,222 American Tower shares in Q1 2025, an estimated $6.83M.
Makena Capital Management first reported a position in American Tower in Q2 2020 and held it in 11 quarters.
Makena Capital Management's American Tower position peaked at $14.2M in Q1 2022.
1,845 funds tracked by Wall St. Rank held American Tower as of Q1 2025.

Based on Makena Capital Management's 13F filing for Q1 2025, filed 13 May 2025.