Poinciana Advisors Group’s American Tower AMT Stock Holding History

Poinciana Advisors Group’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	–	Sell	-1,372	Closed	-$241K	–	133
2025 Q4	$241K	Buy	+1,372	New	+$250K	0.19%	106

Other funds holding AMT

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 Boston, Massachusetts $3.37T AUM 44.26% 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 $344B AUM 42.99% 1-Year Est. Return

Poinciana Advisors Group's AMT Position: Q1 2026 in Review

Poinciana Advisors Group sold out of American Tower (AMT) in Q1 2026, closing a stake of 1,372 shares — an estimated $241K sold.

Poinciana Advisors Group first reported a position in AMT in Q4 2025 and held it in 1 quarter. The position peaked at $241K in Q4 2025. 1,752 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Poinciana Advisors Group reported no remaining American Tower position as of Q1 2026 after selling out during the quarter.
Poinciana Advisors Group sold 1,372 American Tower shares in Q1 2026, an estimated $241K.
Poinciana Advisors Group first reported a position in American Tower in Q4 2025 and held it in 1 quarter.
Poinciana Advisors Group's American Tower position peaked at $241K in Q4 2025.
1,752 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Poinciana Advisors Group's 13F filing for Q1 2026, filed 16 Apr 2026.