SIA
AMT icon

Schechter Investment Advisors’s American Tower AMT Stock Holding History

Schechter Investment Advisors’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
Q1 		$438K Buy
2,012
+149
+8% +$29.2K 0.04% 401
2024
Q4 		$342K Sell
1,863
-723
-28% -$150K 0.03% 459
2024
Q3 		$601K Buy
2,586
+178
+7% +$39.5K 0.04% 360
2024
Q2 		$468K Buy
+2,408
New +$450K 0.04% 387
2024
Q1 		– Sell
-2,972
Closed -$642K – 663
2023
Q4 		$642K Buy
2,972
+1,114
+60% +$211K 0.06% 311
2023
Q3 		$306K Sell
1,858
-2,242
-55% -$410K 0.03% 443
2023
Q2 		$795K Buy
4,100
+826
+25% +$161K 0.07% 288
2023
Q1 		$669K Sell
3,274
-114
-3% -$23.9K 0.06% 343
2022
Q4 		$718K Sell
3,388
-215
-6% -$44.8K 0.07% 392
2022
Q3 		$773K Sell
3,603
-873
-20% -$224K 0.08% 367
2022
Q2 		$1.14M Buy
4,476
+414
+10% +$104K 0.11% 243
2022
Q1 		$1.02M Sell
4,062
-769
-16% -$188K 0.09% 298
2021
Q4 		$1.41M Buy
+4,831
New +$1.32M 0.13% 205

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Schechter Investment Advisors's AMT Position: Q1 2025 in Review

Schechter Investment Advisors increased its American Tower (AMT) stake by 8% in Q1 2025, buying an estimated $29.2K and bringing the position to 2,012 shares worth $438K. The position accounts for 0.04% of the portfolio, ranked #401.

Schechter Investment Advisors first reported a position in AMT in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.41M in Q4 2021. 1,839 funds tracked by Wall St. Rank hold AMT as of Q1 2025.

  • Schechter Investment Advisors held 2,012 shares of American Tower worth $438K as of Q1 2025.
  • Schechter Investment Advisors bought 149 American Tower shares in Q1 2025, an estimated $29.2K.
  • American Tower made up 0.04% of Schechter Investment Advisors's portfolio in Q1 2025, its #401 holding.
  • Schechter Investment Advisors first reported a position in American Tower in Q4 2021 and has held it in 13 quarters since.
  • Schechter Investment Advisors's American Tower position peaked at $1.41M in Q4 2021.
  • 1,839 funds tracked by Wall St. Rank held American Tower as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.