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Pasadena Private Wealth’s American Tower AMT Stock Holding History

Pasadena Private Wealth’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
Q2 		$696K Hold
4,257
– – 0.09% 117
2026
Q1 		$735K Sell
4,257
-1,433
-25% -$258K 0.1% 103
2025
Q4 		$999K Buy
5,690
+4,146
+269% +$754K 0.14% 80
2025
Q3 		$297K Buy
1,544
+60
+4% +$12.5K 0.04% 164
2025
Q2 		$328K Hold
1,484
– – 0.06% 141
2025
Q1 		$323K Buy
+1,484
New +$291K 0.06% 139
2024
Q4 		– Sell
-1,058
Closed -$246K – 153
2024
Q3 		$246K Sell
1,058
-257
-20% -$57K 0.05% 125
2024
Q2 		$256K Sell
1,315
-29
-2% -$5.42K 0.06% 116
2024
Q1 		$266K Buy
1,344
+121
+10% +$24.1K 0.06% 118
2023
Q4 		$264K Buy
+1,223
New +$231K 0.06% 120
2023
Q3 		– Sell
-1,115
Closed -$216K – 104
2023
Q2 		$216K Hold
1,115
– – 0.06% 93
2023
Q1 		$228K Hold
1,115
– – 0.07% 82
2022
Q4 		$236K Sell
1,115
-281
-20% -$58.5K 0.07% 81
2022
Q3 		$300K Buy
1,396
+81
+6% +$20.8K 0.11% 61
2022
Q2 		$336K Hold
1,315
– – 0.12% 57
2022
Q1 		$330K Buy
1,315
+20
+2% +$4.88K 0.11% 61
2021
Q4 		$379K Buy
+1,295
New +$354K 0.12% 61

Other funds holding AMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Pasadena Private Wealth's AMT Position: Q2 2026 in Review

Pasadena Private Wealth held its American Tower (AMT) position steady in Q2 2026 at 4,257 shares worth $696K. The position accounts for 0.09% of the portfolio, ranked #117.

Pasadena Private Wealth first reported a position in AMT in Q4 2021 and has held it in 17 quarters since. The position peaked at $999K in Q4 2025. 1,758 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Pasadena Private Wealth held 4,257 shares of American Tower worth $696K as of Q2 2026.
  • Pasadena Private Wealth left its American Tower share count unchanged in Q2 2026.
  • American Tower made up 0.09% of Pasadena Private Wealth's portfolio in Q2 2026, its #117 holding.
  • Pasadena Private Wealth first reported a position in American Tower in Q4 2021 and has held it in 17 quarters since.
  • Pasadena Private Wealth's American Tower position peaked at $999K in Q4 2025.
  • 1,758 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.