Relyea Zuckerberg Hanson’s American Tower AMT Stock Holding History

Relyea Zuckerberg Hanson’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
2025 Q4	–	Sell	-1,198	Closed	-$230K	–	264
2025 Q3	$230K	Sell	1,198 -232	-16%	-$48.3K	0.02%	246
2025 Q2	$316K	Buy	1,430 +82	+6%	+$17.7K	0.04%	208
2025 Q1	$293K	Buy	+1,348	New	+$264K	0.04%	203
2024 Q4	–	Sell	-990	Closed	-$230K	–	255
2024 Q3	$230K	Buy	+990	New	+$220K	0.04%	228
2020 Q3	–	Sell	-976	Closed	-$252K	–	115
2020 Q2	$252K	Buy	+976	New	+$241K	0.2%	100

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Relyea Zuckerberg Hanson's AMT Position: Q4 2025 in Review

Relyea Zuckerberg Hanson sold out of American Tower (AMT) in Q4 2025, closing a stake of 1,198 shares — an estimated $230K sold.

Relyea Zuckerberg Hanson first reported a position in AMT in Q2 2020 and held it in 5 quarters. The position peaked at $316K in Q2 2025. 1,778 funds tracked by Wall St. Rank hold AMT as of Q4 2025.

Relyea Zuckerberg Hanson reported no remaining American Tower position as of Q4 2025 after selling out during the quarter.
Relyea Zuckerberg Hanson sold 1,198 American Tower shares in Q4 2025, an estimated $230K.
Relyea Zuckerberg Hanson first reported a position in American Tower in Q2 2020 and held it in 5 quarters.
Relyea Zuckerberg Hanson's American Tower position peaked at $316K in Q2 2025.
1,778 funds tracked by Wall St. Rank held American Tower as of Q4 2025.

Based on Relyea Zuckerberg Hanson's 13F filing for Q4 2025, filed 20 Jan 2026.