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NZS Capital’s American Tower AMT Stock Holding History

NZS Capital’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 		$15.8M Sell
91,839
-529,738
-85% -$95.3M 0.53% 49
2025
Q4 		$109M Buy
621,577
+181,364
+41% +$33M 3.35% 5
2025
Q3 		$84.7M Buy
440,213
+105,789
+32% +$22M 2.59% 13
2025
Q2 		$73.9M Buy
334,424
+76,107
+29% +$16.4M 2.51% 13
2025
Q1 		$56.2M Buy
258,317
+12,613
+5% +$2.47M 2.53% 15
2024
Q4 		$45.1M Buy
245,704
+75,364
+44% +$15.6M 1.92% 17
2024
Q3 		$39.6M Buy
+170,340
New +$37.8M 1.54% 22

Other funds holding AMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $344B AUM 42.99% 1-Year Est. Return

NZS Capital's AMT Position: Q1 2026 in Review

NZS Capital reduced its American Tower (AMT) stake by 85% in Q1 2026, selling an estimated $95.3M and leaving 91,839 shares worth $15.8M. The position accounts for 0.53% of the portfolio, ranked #49.

NZS Capital first reported a position in AMT in Q3 2024 and has held it in 7 quarters since. The position peaked at $109M in Q4 2025. 1,753 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • NZS Capital held 91,839 shares of American Tower worth $15.8M as of Q1 2026.
  • NZS Capital sold 529,738 American Tower shares in Q1 2026, an estimated $95.3M.
  • American Tower made up 0.53% of NZS Capital's portfolio in Q1 2026, its #49 holding.
  • NZS Capital first reported a position in American Tower in Q3 2024 and has held it in 7 quarters since.
  • NZS Capital's American Tower position peaked at $109M in Q4 2025.
  • 1,753 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on NZS Capital's 13F filing for Q1 2026, filed 15 May 2026.