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Sendero Wealth Management’s American Tower AMT Stock Holding History

Sendero Wealth Management’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 		$242K Sell
1,403
-3
-0.2% -$540 0.03% 190
2025
Q4 		$247K Sell
1,406
-362
-20% -$65.9K 0.03% 187
2025
Q3 		$340K Buy
1,768
+564
+47% +$118K 0.04% 167
2025
Q2 		$266K Buy
1,204
+202
+20% +$43.6K 0.03% 175
2025
Q1 		$218K Buy
+1,002
New +$197K 0.03% 175

Other funds holding AMT

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Sendero Wealth Management's AMT Position: Q1 2026 in Review

Sendero Wealth Management reduced its American Tower (AMT) stake by 0.21% in Q1 2026, selling an estimated $540 and leaving 1,403 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #190.

Sendero Wealth Management first reported a position in AMT in Q1 2025 and has held it in 5 quarters since. The position peaked at $340K in Q3 2025. 1,750 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Sendero Wealth Management held 1,403 shares of American Tower worth $242K as of Q1 2026.
  • Sendero Wealth Management sold 3 American Tower shares in Q1 2026, an estimated $540.
  • American Tower made up 0.03% of Sendero Wealth Management's portfolio in Q1 2026, its #190 holding.
  • Sendero Wealth Management first reported a position in American Tower in Q1 2025 and has held it in 5 quarters since.
  • Sendero Wealth Management's American Tower position peaked at $340K in Q3 2025.
  • 1,750 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.