Telemark Asset Management’s American Tower AMT Stock Holding History

Telemark Asset 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
2025 Q2	–	Sell	-50,000	Closed	-$10.9M	–	50
2025 Q1	$10.9M	Buy	+50,000	New	+$9.81M	1.42%	27
2018 Q3	–	Sell	-40,000	Closed	-$5.77M	–	40
2018 Q2	$5.77M	Sell	40,000 -45,000	-53%	-$6.25M	0.73%	40
2018 Q1	$12.4M	Hold	85,000	–	–	1.8%	23
2017 Q4	$12.1M	Hold	85,000	–	–	2.38%	16
2017 Q3	$11.6M	Buy	85,000 +10,000	+13%	+$1.39M	2.39%	15
2017 Q2	$9.92M	Buy	75,000 +25,000	+50%	+$3.2M	2.14%	17
2017 Q1	$6.08M	Buy	+50,000	New	+$5.5M	1.43%	24
2015 Q2	–	Sell	-61,000	Closed	-$5.74M	–	32
2015 Q1	$5.74M	Sell	61,000 -59,000	-49%	-$5.74M	1.6%	24
2014 Q4	$11.9M	Buy	120,000 +50,000	+71%	+$4.91M	3.5%	14
2014 Q3	$6.55M	Buy	+70,000	New	+$6.66M	1.75%	25

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Telemark Asset Management's AMT Position: Q2 2025 in Review

Telemark Asset Management sold out of American Tower (AMT) in Q2 2025, closing a stake of 50,000 shares — an estimated $10.9M sold.

Telemark Asset Management first reported a position in AMT in Q3 2014 and held it in 10 quarters. The position peaked at $12.4M in Q1 2018. 1,846 funds tracked by Wall St. Rank hold AMT as of Q2 2025.

Telemark Asset Management reported no remaining American Tower position as of Q2 2025 after selling out during the quarter.
Telemark Asset Management sold 50,000 American Tower shares in Q2 2025, an estimated $10.9M.
Telemark Asset Management first reported a position in American Tower in Q3 2014 and held it in 10 quarters.
Telemark Asset Management's American Tower position peaked at $12.4M in Q1 2018.
1,846 funds tracked by Wall St. Rank held American Tower as of Q2 2025.

Based on Telemark Asset Management's 13F filing for Q2 2025, filed 12 Aug 2025.