Next Capital Management’s American Tower AMT Stock Holding History

Next 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
2022 Q4	–	Sell	-1,006	Closed	-$216K	–	125
2022 Q3	$216K	Buy	+1,006	New	+$258K	0.16%	98
2019 Q3	–	Sell	-154	Closed	-$31K	–	282
2019 Q2	$31K	Buy	+154	New	+$31K	0.02%	208

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

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

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Next Capital Management's AMT Position: Q4 2022 in Review

Next Capital Management sold out of American Tower (AMT) in Q4 2022, closing a stake of 1,006 shares — an estimated $216K sold.

Next Capital Management first reported a position in AMT in Q2 2019 and held it in 2 quarters. The position peaked at $216K in Q3 2022. 1,708 funds tracked by Wall St. Rank hold AMT as of Q4 2022.

Next Capital Management reported no remaining American Tower position as of Q4 2022 after selling out during the quarter.
Next Capital Management sold 1,006 American Tower shares in Q4 2022, an estimated $216K.
Next Capital Management first reported a position in American Tower in Q2 2019 and held it in 2 quarters.
Next Capital Management's American Tower position peaked at $216K in Q3 2022.
1,708 funds tracked by Wall St. Rank held American Tower as of Q4 2022.

Based on Next Capital Management's 13F filing for Q4 2022, filed 12 Jan 2023.