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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
Q2 		$231K Buy
1,415
+12
+0.9% +$2.16K 0.02% 202
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Sendero Wealth Management's AMT Position: Q2 2026 in Review

Sendero Wealth Management increased its American Tower (AMT) stake by 0.86% in Q2 2026, buying an estimated $2.16K and bringing the position to 1,415 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #202.

Sendero Wealth Management first reported a position in AMT in Q1 2025 and has held it in 6 quarters since. The position peaked at $340K in Q3 2025. 1,754 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Sendero Wealth Management held 1,415 shares of American Tower worth $231K as of Q2 2026.
  • Sendero Wealth Management bought 12 American Tower shares in Q2 2026, an estimated $2.16K.
  • American Tower made up 0.02% of Sendero Wealth Management's portfolio in Q2 2026, its #202 holding.
  • Sendero Wealth Management first reported a position in American Tower in Q1 2025 and has held it in 6 quarters since.
  • Sendero Wealth Management's American Tower position peaked at $340K in Q3 2025.
  • 1,754 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.