NW
AMT icon

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
Q2 		$5.92M Buy
35,800
+7,357
+26% +$1.32M 0.54% 37
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Naviter Wealth's AMT Position: Q2 2026 in Review

Naviter Wealth increased its American Tower (AMT) stake by 26% in Q2 2026, buying an estimated $1.32M and bringing the position to 35,800 shares worth $5.92M. The position accounts for 0.54% of the portfolio, ranked #37.

Naviter Wealth first reported a position in AMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.52M in Q4 2023. 1,754 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Naviter Wealth held 35,800 shares of American Tower worth $5.92M as of Q2 2026.
  • Naviter Wealth bought 7,357 American Tower shares in Q2 2026, an estimated $1.32M.
  • American Tower made up 0.54% of Naviter Wealth's portfolio in Q2 2026, its #37 holding.
  • Naviter Wealth first reported a position in American Tower in Q4 2021 and has held it in 19 quarters since.
  • Naviter Wealth's American Tower position peaked at $8.52M in Q4 2023.
  • 1,754 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.