Sitrin Capital Management’s American Tower AMT Stock Holding History

Sitrin Capital 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	$3.94M	Sell	22,842 -803	-3%	-$144K	1.98%	29
2025 Q4	$4.19M	Buy	+23,645	New	+$4.3M	1.99%	29
2018 Q1	–	Sell	-29,469	Closed	-$4.2M	–	39
2017 Q4	$4.2M	Sell	29,469 -415	-1%	-$59.2K	2.66%	23
2017 Q3	$4.08M	Sell	29,884 -19,072	-39%	-$2.66M	2.63%	25
2017 Q2	$6.48M	Buy	48,956 +910	+2%	+$117K	4.39%	3
2017 Q1	$5.84M	Sell	48,046 -322	-0.7%	-$35.4K	4.2%	5
2016 Q4	$5.11M	Buy	48,368 +548	+1%	+$59.5K	3.96%	7
2016 Q3	$5.42M	Sell	47,820 -16	-0%	-$1.83K	4.26%	3
2016 Q2	$5.43M	Buy	47,836 +2,180	+5%	+$232K	4.37%	3
2016 Q1	$4.67M	Sell	45,656 -1,870	-4%	-$175K	3.72%	7
2015 Q4	$4.53M	Buy	+47,526	New	+$4.63M	3.97%	5

Other funds holding AMT

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Sitrin Capital Management's AMT Position: Q1 2026 in Review

Sitrin Capital Management reduced its American Tower (AMT) stake by 3.4% in Q1 2026, selling an estimated $144K and leaving 22,842 shares worth $3.94M. The position accounts for 1.98% of the portfolio, ranked #29.

Sitrin Capital Management first reported a position in AMT in Q4 2015 and has held it in 11 quarters since. The position peaked at $6.48M in Q2 2017. 1,750 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Sitrin Capital Management held 22,842 shares of American Tower worth $3.94M as of Q1 2026.
Sitrin Capital Management sold 803 American Tower shares in Q1 2026, an estimated $144K.
American Tower made up 1.98% of Sitrin Capital Management's portfolio in Q1 2026, its #29 holding.
Sitrin Capital Management first reported a position in American Tower in Q4 2015 and has held it in 11 quarters since.
Sitrin Capital Management's American Tower position peaked at $6.48M in Q2 2017.
1,750 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

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