ORG Partners’s American Tower AMT Stock Holding History

ORG Partners’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
2025 Q4	$128K	Sell	728 -101	-12%	-$18.4K	0.02%	405
2025 Q3	$160K	Buy	829 +12	+1%	+$2.5K	0.03%	373
2025 Q2	$184K	Buy	817 +176	+27%	+$38K	0.04%	334
2025 Q1	$141K	Sell	641 -1,413	-69%	-$277K	0.03%	329
2024 Q4	$378K	Sell	2,054 -9	-0.4%	-$1.86K	0.05%	221
2024 Q3	$481K	Buy	2,063 +85	+4%	+$18.8K	0.08%	171
2024 Q2	$384K	Buy	+1,978	New	+$370K	0.05%	287
2023 Q4	–	Sell	-576	Closed	-$94.8K	–	1133
2023 Q3	$94.8K	Sell	576 -257	-31%	-$46.9K	0.03%	410
2023 Q2	$162K	Buy	+833	New	+$163K	0.03%	413

Other funds holding AMT

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ORG Partners's AMT Position: Q4 2025 in Review

ORG Partners reduced its American Tower (AMT) stake by 12% in Q4 2025, selling an estimated $18.4K and leaving 728 shares worth $128K. The position accounts for 0.02% of the portfolio, ranked #405.

ORG Partners first reported a position in AMT in Q2 2023 and has held it in 9 quarters since. The position peaked at $481K in Q3 2024. 1,774 funds tracked by Wall St. Rank hold AMT as of Q4 2025.

ORG Partners held 728 shares of American Tower worth $128K as of Q4 2025.
ORG Partners sold 101 American Tower shares in Q4 2025, an estimated $18.4K.
American Tower made up 0.02% of ORG Partners's portfolio in Q4 2025, its #405 holding.
ORG Partners first reported a position in American Tower in Q2 2023 and has held it in 9 quarters since.
ORG Partners's American Tower position peaked at $481K in Q3 2024.
1,774 funds tracked by Wall St. Rank held American Tower as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.