Pacific Heights Asset Management’s American Tower AMT Stock Holding History

Pacific Heights Asset 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
2026 Q1	$34.5M	Hold	200,000	–	–	1.16%	22
2025 Q4	$35.1M	Buy	200,000 +75,000	+60%	+$13.6M	1.32%	16
2025 Q3	$24M	Buy	125,000 +25,000	+25%	+$5.21M	1.07%	22
2025 Q2	$22.1M	Hold	100,000	–	–	1.18%	17
2025 Q1	$21.8M	Buy	100,000 +30,000	+43%	+$5.89M	1.48%	11
2024 Q4	$12.8M	Buy	70,000 +30,000	+75%	+$6.22M	0.88%	37
2024 Q3	$9.3M	Hold	40,000	–	–	0.69%	44
2024 Q2	$7.78M	Buy	40,000 +20,000	+100%	+$3.74M	0.61%	50
2024 Q1	$3.95M	Hold	20,000	–	–	0.32%	67
2023 Q4	$4.32M	Hold	20,000	–	–	0.37%	64
2023 Q3	$3.29M	Buy	+20,000	New	+$3.65M	0.31%	68

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

Pacific Heights Asset Management's AMT Position: Q1 2026 in Review

Pacific Heights Asset Management held its American Tower (AMT) position steady in Q1 2026 at 200,000 shares worth $34.5M. The position accounts for 1.16% of the portfolio, ranked #22.

Pacific Heights Asset Management first reported a position in AMT in Q3 2023 and has held it in 11 quarters since. The position peaked at $35.1M in Q4 2025. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Pacific Heights Asset Management held 200,000 shares of American Tower worth $34.5M as of Q1 2026.
Pacific Heights Asset Management left its American Tower share count unchanged in Q1 2026.
American Tower made up 1.16% of Pacific Heights Asset Management's portfolio in Q1 2026, its #22 holding.
Pacific Heights Asset Management first reported a position in American Tower in Q3 2023 and has held it in 11 quarters since.
Pacific Heights Asset Management's American Tower position peaked at $35.1M in Q4 2025.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Pacific Heights Asset Management's 13F filing for Q1 2026, filed 8 May 2026.