Valley National Advisers’s American Tower AMT Stock Holding History

Valley National Advisers’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	$12K	Sell	73 -9	-11%	-$1.62K	﹤0.01%	570
2025 Q4	$14K	Sell	82 -9	-10%	-$1.64K	﹤0.01%	541
2025 Q3	$17K	Buy	91 +9	+11%	+$1.88K	﹤0.01%	486
2025 Q2	$18K	Buy	82 +4	+5%	+$864	﹤0.01%	487
2025 Q1	$16K	Buy	78 +2	+3%	+$392	﹤0.01%	506
2024 Q4	$13K	Hold	76	–	–	﹤0.01%	507
2024 Q3	$17K	Sell	76 -123	-62%	-$27.3K	﹤0.01%	462
2024 Q2	$38K	Buy	199 +15	+8%	+$2.8K	0.01%	434
2024 Q1	$36K	Buy	184 +7	+4%	+$1.39K	0.01%	449
2023 Q4	$38K	Buy	177 +118	+200%	+$22.3K	0.01%	442
2023 Q3	$10K	Buy	59 +16	+37%	+$2.92K	﹤0.01%	595
2023 Q2	$9K	Hold	43	–	–	﹤0.01%	610
2023 Q1	$9K	Hold	43	–	–	﹤0.01%	600
2022 Q4	$9K	Hold	43	–	–	﹤0.01%	576
2022 Q3	$8K	Hold	43	–	–	﹤0.01%	604
2022 Q2	$11K	Hold	43	–	–	﹤0.01%	553
2022 Q1	$11K	Hold	43	–	–	﹤0.01%	580
2021 Q4	$13K	Buy	43 +6	+16%	+$1.64K	﹤0.01%	560
2021 Q3	$10K	Hold	37	–	–	﹤0.01%	575
2021 Q2	$10K	Hold	37	–	–	﹤0.01%	575
2021 Q1	$9K	Sell	37 -53	-59%	-$11.8K	﹤0.01%	548
2020 Q4	$20K	Hold	90	–	–	﹤0.01%	427
2020 Q3	$22K	Hold	90	–	–	0.01%	389
2020 Q2	$23K	Buy	90 +29	+48%	+$7.17K	0.01%	378
2020 Q1	$13K	Hold	61	–	–	﹤0.01%	441
2019 Q4	$14K	Sell	61 -15	-20%	-$3.27K	﹤0.01%	478
2019 Q3	$17K	Buy	76 +15	+25%	+$3.27K	﹤0.01%	445
2019 Q2	$12K	Hold	61	–	–	﹤0.01%	458
2019 Q1	$12K	Sell	61 -28	-31%	-$4.91K	﹤0.01%	455
2018 Q4	$14K	Buy	89 +28	+46%	+$4.38K	﹤0.01%	407
2018 Q3	$9K	Hold	61	–	–	﹤0.01%	442
2018 Q2	$9K	Hold	61	–	–	﹤0.01%	422
2018 Q1	$9K	Hold	61	–	–	﹤0.01%	414
2017 Q4	$9K	Hold	61	–	–	﹤0.01%	416
2017 Q3	$8K	Hold	61	–	–	﹤0.01%	427
2017 Q2	$8K	Hold	61	–	–	﹤0.01%	425
2017 Q1	$7K	Hold	61	–	–	﹤0.01%	443
2016 Q4	$6K	Hold	61	–	–	﹤0.01%	460
2016 Q3	$7K	Hold	61	–	–	﹤0.01%	422
2016 Q2	$7K	Hold	61	–	–	﹤0.01%	418
2016 Q1	$6K	Hold	61	–	–	﹤0.01%	419
2015 Q4	$6K	Hold	61	–	–	﹤0.01%	423
2015 Q3	$5K	Sell	61 -136	-69%	-$12.8K	﹤0.01%	440
2015 Q2	$18K	Buy	197 +61	+45%	+$5.77K	0.01%	312
2015 Q1	$13K	Buy	136 +115	+548%	+$11.2K	0.01%	348
2014 Q4	$2K	Buy	+21	New	+$2.06K	﹤0.01%	379

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

Valley National Advisers's AMT Position: Q1 2026 in Review

Valley National Advisers reduced its American Tower (AMT) stake by 11% in Q1 2026, selling an estimated $1.62K and leaving 73 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

Valley National Advisers first reported a position in AMT in Q4 2014 and has held it in 46 quarters since. The position peaked at $38K in Q2 2024. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Valley National Advisers held 73 shares of American Tower worth $12K as of Q1 2026.
Valley National Advisers sold 9 American Tower shares in Q1 2026, an estimated $1.62K.
American Tower made up ﹤0.01% of Valley National Advisers's portfolio in Q1 2026, its #570 holding.
Valley National Advisers first reported a position in American Tower in Q4 2014 and has held it in 46 quarters since.
Valley National Advisers's American Tower position peaked at $38K in Q2 2024.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.