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Phoenix Financial’s American Tower AMT Stock Holding History

Phoenix Financial’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 		$586K Sell
3,397
-250
-7% -$45K 0.01% 286
2025
Q4 		$640K Buy
3,647
+1,851
+103% +$337K 0.01% 271
2025
Q3 		$345K Sell
1,796
-1,250
-41% -$260K ﹤0.01% 355
2025
Q2 		$672K Buy
3,046
+1,500
+97% +$324K 0.01% 265
2025
Q1 		$338K Sell
1,546
-175
-10% -$34.3K 0.01% 284
2024
Q4 		$316K Sell
1,721
-31,109
-95% -$6.45M ﹤0.01% 305
2024
Q3 		$7.64M Buy
32,830
+7,329
+29% +$1.63M 0.11% 106
2024
Q2 		$5M Sell
25,501
-2,215
-8% -$414K 0.08% 138
2024
Q1 		$5.48M Buy
27,716
+3,973
+17% +$791K 0.08% 130
2023
Q4 		$5.76M Buy
23,743
+1,773
+8% +$335K 0.1% 110
2023
Q3 		$3.61M Buy
21,970
+3,560
+19% +$650K 0.07% 135
2023
Q2 		$3.59M Buy
18,410
+4,089
+29% +$799K 0.07% 113
2023
Q1 		$2.92M Buy
14,321
+3,767
+36% +$790K 0.07% 124
2022
Q4 		$2.28M Sell
10,554
-384
-4% -$79.9K 0.04% 129
2022
Q3 		$2.36M Buy
10,938
+1,626
+17% +$418K 0.05% 133
2022
Q2 		$2.4M Sell
9,312
-121
-1% -$30.4K 0.05% 151
2022
Q1 		$2.37M Buy
9,433
+8,425
+836% +$2.06M 0.04% 177
2021
Q4 		$292K Sell
1,008
-146
-13% -$39.9K ﹤0.01% 333
2021
Q3 		$310K Buy
+1,154
New +$329K 0.01% 358
2021
Q2 		– Sell
-982
Closed -$233K – 303
2021
Q1 		$233K Buy
+982
New +$219K 0.01% 370

Other funds holding AMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Phoenix Financial's AMT Position: Q1 2026 in Review

Phoenix Financial reduced its American Tower (AMT) stake by 6.9% in Q1 2026, selling an estimated $45K and leaving 3,397 shares worth $586K. The position accounts for 0.01% of the portfolio, ranked #286.

Phoenix Financial first reported a position in AMT in Q1 2021 and has held it in 20 quarters since. The position peaked at $7.64M in Q3 2024. 1,753 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Phoenix Financial held 3,397 shares of American Tower worth $586K as of Q1 2026.
  • Phoenix Financial sold 250 American Tower shares in Q1 2026, an estimated $45K.
  • American Tower made up 0.01% of Phoenix Financial's portfolio in Q1 2026, its #286 holding.
  • Phoenix Financial first reported a position in American Tower in Q1 2021 and has held it in 20 quarters since.
  • Phoenix Financial's American Tower position peaked at $7.64M in Q3 2024.
  • 1,753 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.