TwinBeech Capital’s American Tower AMT Stock Holding History

TwinBeech Capital’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	–	Sell	-22,800	Closed	-$4M	–	558
2025 Q4	$4M	Buy	+22,800	New	+$4.15M	0.28%	107
2024 Q4	–	Sell	-67,377	Closed	-$15.7M	–	601
2024 Q3	$15.7M	Buy	+67,377	New	+$14.9M	0.3%	96
2024 Q2	–	Sell	-42,366	Closed	-$8.37M	–	520
2024 Q1	$8.37M	Buy	+42,366	New	+$8.44M	0.17%	148
2023 Q4	–	Sell	-32,157	Closed	-$5.29M	–	634
2023 Q3	$5.29M	Sell	32,157 -11,911	-27%	-$2.18M	0.1%	254
2023 Q2	$8.55M	Buy	+44,068	New	+$8.62M	0.17%	166
2021 Q4	–	Sell	-12,810	Closed	-$3.4M	–	551
2021 Q3	$3.4M	Buy	12,810 +5,222	+69%	+$1.49M	0.24%	126
2021 Q2	$2.05M	Buy	+7,588	New	+$1.93M	0.25%	125
2021 Q1	–	Sell	-2,880	Closed	-$646K	–	444
2020 Q4	$646K	Buy	+2,880	New	+$670K	0.1%	242

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

TwinBeech Capital's AMT Position: Q1 2026 in Review

TwinBeech Capital sold out of American Tower (AMT) in Q1 2026, closing a stake of 22,800 shares — an estimated $4M sold.

TwinBeech Capital first reported a position in AMT in Q4 2020 and held it in 8 quarters. The position peaked at $15.7M in Q3 2024. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

TwinBeech Capital reported no remaining American Tower position as of Q1 2026 after selling out during the quarter.
TwinBeech Capital sold 22,800 American Tower shares in Q1 2026, an estimated $4M.
TwinBeech Capital first reported a position in American Tower in Q4 2020 and held it in 8 quarters.
TwinBeech Capital's American Tower position peaked at $15.7M in Q3 2024.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.