Sierra Ocean’s American Tower AMT Stock Holding History

Sierra Ocean’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 Q3	–	Sell	-33	Closed	-$7.31K	–	103
2025 Q2	$7.31K	Buy	33 +19	+136%	+$4.1K	0.01%	519
2025 Q1	$3.06K	Sell	14 -5	-26%	-$981	﹤0.01%	688
2024 Q4	$3.5K	Buy	+19	New	+$3.94K	﹤0.01%	661

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

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

Sierra Ocean's AMT Position: Q3 2025 in Review

Sierra Ocean sold out of American Tower (AMT) in Q3 2025, closing a stake of 33 shares — an estimated $7.31K sold.

Sierra Ocean first reported a position in AMT in Q4 2024 and held it in 3 quarters. The position peaked at $7.31K in Q2 2025. 1,799 funds tracked by Wall St. Rank hold AMT as of Q3 2025.

Sierra Ocean reported no remaining American Tower position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 33 American Tower shares in Q3 2025, an estimated $7.31K.
Sierra Ocean first reported a position in American Tower in Q4 2024 and held it in 3 quarters.
Sierra Ocean's American Tower position peaked at $7.31K in Q2 2025.
1,799 funds tracked by Wall St. Rank held American Tower as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.