TAFW
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Tred Avon Family Wealth’s American Tower AMT Stock Holding History

Tred Avon Family 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 		$511K Buy
2,960
+28
+1% +$5.04K 0.17% 170
2025
Q4 		$515K Sell
2,932
-24
-0.8% -$4.37K 0.17% 156
2025
Q3 		$568K Buy
+2,956
New +$616K 0.2% 139

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

Tred Avon Family Wealth's AMT Position: Q1 2026 in Review

Tred Avon Family Wealth increased its American Tower (AMT) stake by 0.95% in Q1 2026, buying an estimated $5.04K and bringing the position to 2,960 shares worth $511K. The position accounts for 0.17% of the portfolio, ranked #170.

Tred Avon Family Wealth first reported a position in AMT in Q3 2025 and has held it in 3 quarters since. The position peaked at $568K in Q3 2025. 1,750 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Tred Avon Family Wealth held 2,960 shares of American Tower worth $511K as of Q1 2026.
  • Tred Avon Family Wealth bought 28 American Tower shares in Q1 2026, an estimated $5.04K.
  • American Tower made up 0.17% of Tred Avon Family Wealth's portfolio in Q1 2026, its #170 holding.
  • Tred Avon Family Wealth first reported a position in American Tower in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's American Tower position peaked at $568K in Q3 2025.
  • 1,750 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.