Trail Ridge Investment Advisors’s American Tower AMT Stock Holding History

Trail Ridge Investment Advisors’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	$921K	Sell	5,336 -20	-0.4%	-$3.6K	0.4%	53
2025 Q4	$940K	Sell	5,356 -100	-2%	-$18.2K	0.4%	51
2025 Q3	$1.05M	Buy	5,456 +120	+2%	+$25K	0.47%	47
2025 Q2	$1.11M	Hold	5,336	–	–	0.53%	42
2025 Q1	$1.16M	Sell	5,336 -12	-0.2%	-$2.35K	0.6%	40
2024 Q4	$981K	Sell	5,348 -66	-1%	-$13.7K	0.47%	51
2024 Q3	$1.23M	Hold	5,414	–	–	0.58%	45
2024 Q2	$1.05M	Hold	5,414	–	–	0.54%	47
2024 Q1	$1.07M	Sell	5,414 -113	-2%	-$22.5K	0.61%	45
2023 Q4	$1.19M	Buy	5,527 +36	+0.7%	+$6.8K	0.73%	41
2023 Q3	$903K	Sell	5,491 -230	-4%	-$42K	0.61%	48
2023 Q2	$1.11M	Sell	5,721 -97	-2%	-$19K	0.68%	47
2023 Q1	$1.19M	Sell	5,818 -89	-2%	-$18.7K	0.78%	46
2022 Q4	$1.25M	Sell	5,907 -30	-0.5%	-$6.24K	0.86%	43
2022 Q3	$1.32M	Hold	5,937	–	–	0.88%	37
2022 Q2	$1.52M	Hold	5,937	–	–	1.03%	30
2022 Q1	$1.49M	Sell	5,937 -48	-0.8%	-$11.7K	0.92%	31
2021 Q4	$1.75M	Buy	+5,985	New	+$1.64M	1.05%	26

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

Trail Ridge Investment Advisors's AMT Position: Q1 2026 in Review

Trail Ridge Investment Advisors reduced its American Tower (AMT) stake by 0.37% in Q1 2026, selling an estimated $3.6K and leaving 5,336 shares worth $921K. The position accounts for 0.4% of the portfolio, ranked #53.

Trail Ridge Investment Advisors first reported a position in AMT in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.75M in Q4 2021. 1,750 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Trail Ridge Investment Advisors held 5,336 shares of American Tower worth $921K as of Q1 2026.
Trail Ridge Investment Advisors sold 20 American Tower shares in Q1 2026, an estimated $3.6K.
American Tower made up 0.4% of Trail Ridge Investment Advisors's portfolio in Q1 2026, its #53 holding.
Trail Ridge Investment Advisors first reported a position in American Tower in Q4 2021 and has held it in 18 quarters since.
Trail Ridge Investment Advisors's American Tower position peaked at $1.75M in Q4 2021.
1,750 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.