Redwood Family Wealth’s American Tower AMT Stock Holding History

Redwood Family 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	–	Sell	-1,420	Closed	-$249K	–	103
2025 Q4	$249K	Buy	+1,420	New	+$258K	0.25%	82

Other funds holding AMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Redwood Family Wealth's AMT Position: Q1 2026 in Review

Redwood Family Wealth sold out of American Tower (AMT) in Q1 2026, closing a stake of 1,420 shares — an estimated $249K sold.

Redwood Family Wealth first reported a position in AMT in Q4 2025 and held it in 1 quarter. The position peaked at $249K in Q4 2025. 1,757 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Redwood Family Wealth reported no remaining American Tower position as of Q1 2026 after selling out during the quarter.
Redwood Family Wealth sold 1,420 American Tower shares in Q1 2026, an estimated $249K.
Redwood Family Wealth first reported a position in American Tower in Q4 2025 and held it in 1 quarter.
Redwood Family Wealth's American Tower position peaked at $249K in Q4 2025.
1,757 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Redwood Family Wealth's 13F filing for Q1 2026, filed 14 May 2026.