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Naviter Wealth’s American Tower AMT Stock Holding History

Naviter Wealth’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 		$4.91M Buy
28,443
+3,497
+14% +$629K 0.61% 34
2025
Q4 		$4.42M Sell
24,946
-8,041
-24% -$1.46M 0.58% 35
2025
Q3 		$6.4M Sell
32,987
-205
-0.6% -$42.7K 0.74% 22
2025
Q2 		$7.39M Buy
33,192
+3,033
+10% +$655K 0.91% 20
2025
Q1 		$6.5M Sell
30,159
-1,360
-4% -$267K 0.79% 26
2024
Q4 		$5.83M Sell
31,519
-1,583
-5% -$328K 0.7% 28
2024
Q3 		$7.7M Sell
33,102
-4,718
-12% -$1.05M 1.07% 17
2024
Q2 		$7.41M Buy
37,820
+38
+0.1% +$7.1K 1.11% 17
2024
Q1 		$7.47M Sell
37,782
-1,356
-3% -$270K 1.22% 16
2023
Q4 		$8.52M Buy
39,138
+12,410
+46% +$2.35M 1.71% 10
2023
Q3 		$4.4M Buy
26,728
+8,252
+45% +$1.51M 1.06% 15
2023
Q2 		$3.61M Sell
18,476
-1,059
-5% -$207K 0.92% 20
2023
Q1 		$3.99M Sell
19,535
-1,418
-7% -$298K 1.4% 11
2022
Q4 		$4.54M Buy
20,953
+4,349
+26% +$905K 1.25% 16
2022
Q3 		$3.56M Buy
16,604
+5,527
+50% +$1.42M 1.45% 12
2022
Q2 		$2.84M Buy
11,077
+3,086
+39% +$774K 1.17% 17
2022
Q1 		$2.01M Sell
7,991
-711
-8% -$173K 0.67% 41
2021
Q4 		$2.56M Buy
+8,702
New +$2.38M 0.76% 39

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

Naviter Wealth's AMT Position: Q1 2026 in Review

Naviter Wealth increased its American Tower (AMT) stake by 14% in Q1 2026, buying an estimated $629K and bringing the position to 28,443 shares worth $4.91M. The position accounts for 0.61% of the portfolio, ranked #34.

Naviter Wealth first reported a position in AMT in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.52M in Q4 2023. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Naviter Wealth held 28,443 shares of American Tower worth $4.91M as of Q1 2026.
  • Naviter Wealth bought 3,497 American Tower shares in Q1 2026, an estimated $629K.
  • American Tower made up 0.61% of Naviter Wealth's portfolio in Q1 2026, its #34 holding.
  • Naviter Wealth first reported a position in American Tower in Q4 2021 and has held it in 18 quarters since.
  • Naviter Wealth's American Tower position peaked at $8.52M in Q4 2023.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.