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Modera Wealth Management’s American Tower AMT Stock Holding History

Modera Wealth 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 		$251K Sell
1,454
-65
-4% -$11.7K ﹤0.01% 565
2025
Q4 		$267K Sell
1,519
-180
-11% -$32.8K ﹤0.01% 566
2025
Q3 		$327K Sell
1,699
-363
-18% -$75.6K ﹤0.01% 522
2025
Q2 		$456K Buy
2,062
+121
+6% +$26.1K 0.01% 464
2025
Q1 		$422K Sell
1,941
-5
-0.3% -$981 0.01% 459
2024
Q4 		$357K Sell
1,946
-92
-5% -$19.1K ﹤0.01% 487
2024
Q3 		$474K Sell
2,038
-127
-6% -$28.2K 0.01% 424
2024
Q2 		$421K Buy
2,165
+449
+26% +$83.9K 0.01% 419
2024
Q1 		$339K Buy
1,716
+8
+0.5% +$1.59K 0.01% 458
2023
Q4 		$369K Sell
1,708
-139
-8% -$26.3K 0.01% 427
2023
Q3 		$304K Sell
1,847
-174
-9% -$31.8K 0.01% 449
2023
Q2 		$392K Buy
2,021
+464
+30% +$90.7K 0.01% 420
2023
Q1 		$318K Sell
1,557
-19
-1% -$3.99K 0.01% 279
2022
Q4 		$334K Sell
1,576
-11
-0.7% -$2.29K 0.01% 267
2022
Q3 		$341K Sell
1,587
-72
-4% -$18.5K 0.02% 226
2022
Q2 		$424K Buy
1,659
+26
+2% +$6.52K 0.02% 215
2022
Q1 		$410K Buy
1,633
+189
+13% +$46.1K 0.02% 233
2021
Q4 		$422K Buy
1,444
+604
+72% +$165K 0.02% 316
2021
Q3 		$223K Buy
840
+21
+3% +$5.99K 0.01% 245
2021
Q2 		$221K Sell
819
-43
-5% -$11K 0.01% 225
2021
Q1 		$206K Buy
+862
New +$192K 0.01% 221
2020
Q4 		– Sell
-833
Closed -$201K – 241
2020
Q3 		$201K Sell
833
-104
-11% -$26.4K 0.03% 156
2020
Q2 		$242K Sell
937
-45
-5% -$11.1K 0.04% 137
2020
Q1 		$214K Buy
982
+45
+5% +$10.5K 0.04% 136
2019
Q4 		$215K Sell
937
-16
-2% -$3.48K 0.03% 140
2019
Q3 		$211K Buy
+953
New +$208K 0.04% 137
2019
Q2 		– Sell
-1,087
Closed -$214K – 146
2019
Q1 		$214K Buy
+1,087
New +$191K 0.04% 134

Other funds holding AMT

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Modera Wealth Management's AMT Position: Q1 2026 in Review

Modera Wealth Management reduced its American Tower (AMT) stake by 4.3% in Q1 2026, selling an estimated $11.7K and leaving 1,454 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #565.

Modera Wealth Management first reported a position in AMT in Q1 2019 and has held it in 27 quarters since. The position peaked at $474K in Q3 2024. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Modera Wealth Management held 1,454 shares of American Tower worth $251K as of Q1 2026.
  • Modera Wealth Management sold 65 American Tower shares in Q1 2026, an estimated $11.7K.
  • American Tower made up ﹤0.01% of Modera Wealth Management's portfolio in Q1 2026, its #565 holding.
  • Modera Wealth Management first reported a position in American Tower in Q1 2019 and has held it in 27 quarters since.
  • Modera Wealth Management's American Tower position peaked at $474K in Q3 2024.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.