Principal Securities’s American Tower AMT Stock Holding History

Principal Securities’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	$2.04M	Buy	11,825 +476	+4%	+$85.6K	0.03%	486
2025 Q4	$1.99M	Buy	11,349 +927	+9%	+$169K	0.03%	478
2025 Q3	$2M	Buy	10,422 +274	+3%	+$57.1K	0.03%	465
2025 Q2	$2.24M	Sell	10,148 -978	-9%	-$211K	0.04%	379
2025 Q1	$2.04M	Buy	11,126 +36	+0.3%	+$7.06K	0.05%	355
2024 Q4	$2.03M	Sell	11,090 -3,789	-25%	-$785K	0.05%	352
2024 Q3	$3.46M	Sell	14,879 -4,215	-22%	-$935K	0.08%	228
2024 Q2	$3.71M	Buy	19,094 +2,188	+13%	+$409K	0.1%	185
2024 Q1	$3.34M	Buy	16,906 +4,654	+38%	+$927K	0.1%	188
2023 Q4	$2.64M	Buy	+12,252	New	+$2.32M	0.1%	200

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

Principal Securities's AMT Position: Q1 2026 in Review

Principal Securities increased its American Tower (AMT) stake by 4.2% in Q1 2026, buying an estimated $85.6K and bringing the position to 11,825 shares worth $2.04M. The position accounts for 0.03% of the portfolio, ranked #486.

Principal Securities first reported a position in AMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.71M in Q2 2024. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Principal Securities held 11,825 shares of American Tower worth $2.04M as of Q1 2026.
Principal Securities bought 476 American Tower shares in Q1 2026, an estimated $85.6K.
American Tower made up 0.03% of Principal Securities's portfolio in Q1 2026, its #486 holding.
Principal Securities first reported a position in American Tower in Q4 2023 and has held it in 10 quarters since.
Principal Securities's American Tower position peaked at $3.71M in Q2 2024.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.