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Trek Financial’s American Tower AMT Stock Holding History

Trek Financial’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
Q1 		– Sell
-1,248
Closed -$229K – 390
2024
Q4 		$229K Sell
1,248
-26
-2% -$5.39K 0.02% 377
2024
Q3 		$296K Sell
1,274
-81
-6% -$18K 0.02% 310
2024
Q2 		$263K Buy
1,355
+104
+8% +$19.4K 0.02% 324
2024
Q1 		$247K Buy
1,251
+320
+34% +$63.7K 0.02% 338
2023
Q4 		$201K Buy
+931
New +$176K 0.02% 295

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Trek Financial's AMT Position: Q1 2025 in Review

Trek Financial sold out of American Tower (AMT) in Q1 2025, closing a stake of 1,248 shares — an estimated $229K sold.

Trek Financial first reported a position in AMT in Q4 2023 and held it in 5 quarters. The position peaked at $296K in Q3 2024. 1,844 funds tracked by Wall St. Rank hold AMT as of Q1 2025.

  • Trek Financial reported no remaining American Tower position as of Q1 2025 after selling out during the quarter.
  • Trek Financial sold 1,248 American Tower shares in Q1 2025, an estimated $229K.
  • Trek Financial first reported a position in American Tower in Q4 2023 and held it in 5 quarters.
  • Trek Financial's American Tower position peaked at $296K in Q3 2024.
  • 1,844 funds tracked by Wall St. Rank held American Tower as of Q1 2025.

Based on Trek Financial's 13F filing for Q1 2025, filed 30 Apr 2025.