Optima Capital’s American Tower AMT Stock Holding History

Optima 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	–	Sell	-254	Closed	-$44.6K	–	210
2025 Q4	$44.6K	Buy	+254	New	+$46.2K	0.02%	324

Other funds holding AMT

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Optima Capital's AMT Position: Q1 2026 in Review

Optima Capital sold out of American Tower (AMT) in Q1 2026, closing a stake of 254 shares — an estimated $44.6K sold.

Optima Capital first reported a position in AMT in Q4 2025 and held it in 1 quarter. The position peaked at $44.6K in Q4 2025. 1,750 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Optima Capital reported no remaining American Tower position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 254 American Tower shares in Q1 2026, an estimated $44.6K.
Optima Capital first reported a position in American Tower in Q4 2025 and held it in 1 quarter.
Optima Capital's American Tower position peaked at $44.6K in Q4 2025.
1,750 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.