Mark Asset Management’s American Tower AMT Stock Holding History

Mark Asset 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 Q4	–	Sell	-2,228	Closed	-$428K	–	48
2025 Q3	$428K	Hold	2,228	–	–	0.03%	54
2025 Q2	$492K	Hold	2,228	–	–	0.04%	49
2025 Q1	$485K	Buy	+2,228	New	+$437K	0.05%	52
2024 Q4	–	Sell	-2,228	Closed	-$518K	–	53
2024 Q3	$518K	Hold	2,228	–	–	0.05%	50
2024 Q2	$433K	Buy	2,228 +20	+0.9%	+$3.74K	0.04%	54
2024 Q1	$436K	Sell	2,208 -172	-7%	-$34.3K	0.06%	48
2023 Q4	$514K	Sell	2,380 -120	-5%	-$22.7K	0.07%	47
2023 Q3	$411K	Hold	2,500	–	–	0.07%	50
2023 Q2	$485K	Hold	2,500	–	–	0.08%	49
2023 Q1	$511K	Hold	2,500	–	–	0.09%	53
2022 Q4	$530K	Sell	2,500 -122	-5%	-$25.4K	0.12%	52
2022 Q3	$563K	Hold	2,622	–	–	0.14%	43
2022 Q2	$670K	Hold	2,622	–	–	0.16%	44
2022 Q1	$659K	Sell	2,622 -51	-2%	-$12.4K	0.1%	44
2021 Q4	$782K	Sell	2,673 -50	-2%	-$13.7K	0.09%	49
2021 Q3	$723K	Buy	2,723 +5	+0.2%	+$1.43K	0.08%	50
2021 Q2	$734K	Sell	2,718 -31	-1%	-$7.9K	0.09%	44
2021 Q1	$657K	Sell	2,749 -9	-0.3%	-$2K	0.1%	46
2020 Q4	$619K	Hold	2,758	–	–	0.07%	65
2020 Q3	$667K	Hold	2,758	–	–	0.1%	55
2020 Q2	$713K	Sell	2,758 -9	-0.3%	-$2.23K	0.13%	50
2020 Q1	$603K	Sell	2,767 -95	-3%	-$22.1K	0.14%	53
2019 Q4	$658K	Sell	2,862 -70	-2%	-$15.2K	0.11%	55
2019 Q3	$648K	Sell	2,932 -114	-4%	-$24.9K	0.16%	50
2019 Q2	$623K	Sell	3,046 -20	-0.7%	-$4.02K	0.15%	52
2019 Q1	$604K	Hold	3,066	–	–	0.13%	51
2018 Q4	$485K	Sell	3,066 -86	-3%	-$13.4K	0.13%	48
2018 Q3	$458K	Hold	3,152	–	–	0.11%	47
2018 Q2	$454K	Hold	3,152	–	–	0.11%	48
2018 Q1	$458K	Buy	3,152 +1,072	+52%	+$151K	0.12%	42
2017 Q4	$297K	Sell	2,080 -3,253	-61%	-$464K	0.07%	47
2017 Q3	$729K	Hold	5,333	–	–	0.16%	42
2017 Q2	$706K	Sell	5,333 -5	-0.1%	-$640	0.16%	42
2017 Q1	$649K	Sell	5,338 -66	-1%	-$7.26K	0.15%	42
2016 Q4	$571K	Hold	5,404	–	–	0.15%	40
2016 Q3	$612K	Buy	5,404 +277	+5%	+$31.7K	0.16%	40
2016 Q2	$582K	Hold	5,127	–	–	0.17%	40
2016 Q1	$525K	Hold	5,127	–	–	0.15%	41
2015 Q4	$497K	Hold	5,127	–	–	0.13%	47
2015 Q3	$451K	Hold	5,127	–	–	0.13%	44
2015 Q2	$478K	Hold	5,127	–	–	0.12%	43
2015 Q1	$483K	Hold	5,127	–	–	0.13%	49
2014 Q4	$507K	Buy	5,127 +612	+14%	+$60.1K	0.14%	46
2014 Q3	$423K	Hold	4,515	–	–	0.12%	46
2014 Q2	$406K	Buy	4,515 +1,515	+51%	+$131K	0.11%	51
2014 Q1	$246K	Hold	3,000	–	–	0.08%	55
2013 Q4	$239K	Buy	3,000 +2,100	+233%	+$163K	0.07%	52
2013 Q3	$67K	Buy	+900	New	+$65K	0.02%	88

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

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

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Mark Asset Management's AMT Position: Q4 2025 in Review

Mark Asset Management sold out of American Tower (AMT) in Q4 2025, closing a stake of 2,228 shares — an estimated $428K sold.

Mark Asset Management first reported a position in AMT in Q3 2013 and held it in 48 quarters. The position peaked at $782K in Q4 2021. 1,778 funds tracked by Wall St. Rank hold AMT as of Q4 2025.

Mark Asset Management reported no remaining American Tower position as of Q4 2025 after selling out during the quarter.
Mark Asset Management sold 2,228 American Tower shares in Q4 2025, an estimated $428K.
Mark Asset Management first reported a position in American Tower in Q3 2013 and held it in 48 quarters.
Mark Asset Management's American Tower position peaked at $782K in Q4 2021.
1,778 funds tracked by Wall St. Rank held American Tower as of Q4 2025.

Based on Mark Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.