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Simplicity Wealth’s American Tower AMT Stock Holding History

Simplicity Wealth’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 		$326K Buy
+1,890
New +$340K 0.02% 559
2025
Q4 		– Sell
-1,258
Closed -$242K – 704
2025
Q3 		$242K Sell
1,258
-618
-33% -$129K 0.01% 626
2025
Q2 		$415K Buy
+1,876
New +$405K 0.02% 498
2024
Q3 		– Sell
-7,867
Closed -$1.53M – 522
2024
Q2 		$1.53M Sell
7,867
-462
-6% -$86.4K 0.03% 414
2024
Q1 		$1.65M Buy
+8,329
New +$1.66M 0.04% 387

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

Simplicity Wealth's AMT Position: Q1 2026 in Review

Simplicity Wealth opened a new position in American Tower (AMT) in Q1 2026: 1,890 shares worth $326K. The stake represents 0.02% of the portfolio and ranks #559 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in AMT as recently as Q3 2025.

Simplicity Wealth first reported a position in AMT in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.65M in Q1 2024. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Simplicity Wealth held 1,890 shares of American Tower worth $326K as of Q1 2026.
  • American Tower was a new Simplicity Wealth position in Q1 2026.
  • American Tower made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #559 holding.
  • Simplicity Wealth first reported a position in American Tower in Q1 2024 and has held it in 5 quarters since.
  • Simplicity Wealth's American Tower position peaked at $1.65M in Q1 2024.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.