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 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 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

Pasadena Private Wealth's AMT Position: Q1 2026 in Review

Pasadena Private Wealth reduced its American Tower (AMT) stake by 25% in Q1 2026, selling an estimated $258K and leaving 4,257 shares worth $735K. The position accounts for 0.1% of the portfolio, ranked #103.

Pasadena Private Wealth first reported a position in AMT in Q4 2021 and has held it in 16 quarters since. The position peaked at $999K in Q4 2025. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Pasadena Private Wealth held 4,257 shares of American Tower worth $735K as of Q1 2026.
Pasadena Private Wealth sold 1,433 American Tower shares in Q1 2026, an estimated $258K.
American Tower made up 0.1% of Pasadena Private Wealth's portfolio in Q1 2026, its #103 holding.
Pasadena Private Wealth first reported a position in American Tower in Q4 2021 and has held it in 16 quarters since.
Pasadena Private Wealth's American Tower position peaked at $999K in Q4 2025.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Pasadena Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.