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Orion Portfolio Solutions’s American Tower AMT Stock Holding History

Orion Portfolio Solutions’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
Q1 		$3.64M Buy
16,721
+399
+2% +$78.3K 0.04% 453
2024
Q4 		$2.99M Buy
16,322
+648
+4% +$134K 0.03% 514
2024
Q3 		$3.65M Sell
15,674
-656
-4% -$145K 0.04% 430
2024
Q2 		$3.17M Sell
16,330
-869
-5% -$162K 0.03% 454
2024
Q1 		$3.4M Buy
17,199
+3,381
+24% +$673K 0.04% 434
2023
Q4 		$2.99M Buy
13,818
+438
+3% +$82.8K 0.03% 445
2023
Q3 		$2.2M Sell
13,380
-1,854
-12% -$339K 0.03% 573
2023
Q2 		$2.95M Sell
15,234
-1,309
-8% -$256K 0.03% 491
2023
Q1 		$3.38M Buy
16,543
+13,229
+399% +$2.78M 0.04% 381
2022
Q4 		$702K Buy
3,314
+333
+11% +$69.3K 0.02% 397
2022
Q3 		$640K Buy
2,981
+397
+15% +$102K 0.03% 346
2022
Q2 		$660K Buy
2,584
+150
+6% +$37.6K 0.03% 336
2022
Q1 		$611K Buy
2,434
+258
+12% +$63K 0.02% 374
2021
Q4 		$637K Sell
2,176
-21
-1% -$5.74K 0.02% 362
2021
Q3 		$583K Buy
2,197
+360
+20% +$103K 0.02% 352
2021
Q2 		$496K Buy
1,837
+33
+2% +$8.41K 0.02% 367
2021
Q1 		$431K Buy
1,804
+80
+5% +$17.8K 0.02% 346
2020
Q4 		$387K Sell
1,724
-247
-13% -$57.4K 0.02% 334
2020
Q3 		$476K Buy
1,971
+221
+13% +$56K 0.02% 277
2020
Q2 		$452K Buy
1,750
+283
+19% +$70K 0.02% 258
2020
Q1 		$319K Buy
1,467
+49
+3% +$11.4K 0.02% 255
2019
Q4 		$326K Buy
+1,418
New +$309K 0.03% 257

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Orion Portfolio Solutions's AMT Position: Q1 2025 in Review

Orion Portfolio Solutions increased its American Tower (AMT) stake by 2.4% in Q1 2025, buying an estimated $78.3K and bringing the position to 16,721 shares worth $3.64M. The position accounts for 0.04% of the portfolio, ranked #453.

Orion Portfolio Solutions first reported a position in AMT in Q4 2019 and has held it in 22 quarters since. The position peaked at $3.65M in Q3 2024. 1,839 funds tracked by Wall St. Rank hold AMT as of Q1 2025.

  • Orion Portfolio Solutions held 16,721 shares of American Tower worth $3.64M as of Q1 2025.
  • Orion Portfolio Solutions bought 399 American Tower shares in Q1 2025, an estimated $78.3K.
  • American Tower made up 0.04% of Orion Portfolio Solutions's portfolio in Q1 2025, its #453 holding.
  • Orion Portfolio Solutions first reported a position in American Tower in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's American Tower position peaked at $3.65M in Q3 2024.
  • 1,839 funds tracked by Wall St. Rank held American Tower as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.