Virtus ETF Advisers’s American Tower AMT Stock Holding History

Virtus ETF 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
2025 Q1	–	Sell	-752	Closed	-$138K	–	437
2024 Q4	$138K	Sell	752 -89	-11%	-$18.4K	0.06%	330
2024 Q3	$196K	Sell	841 -96	-10%	-$21.3K	0.09%	265
2024 Q2	$182K	Buy	937 +91	+11%	+$17K	0.09%	283
2024 Q1	$167K	Sell	846 -359	-30%	-$71.5K	0.09%	307
2023 Q4	$260K	Buy	1,205 +140	+13%	+$26.5K	0.17%	234
2023 Q3	$175K	Sell	1,065 -65	-6%	-$11.9K	0.11%	288
2023 Q2	$219K	Sell	1,130 -285	-20%	-$55.7K	0.13%	277
2023 Q1	$289K	Buy	+1,415	New	+$297K	0.16%	236
2022 Q4	–	Sell	-2,660	Closed	-$571K	–	448
2022 Q3	$571K	Buy	+2,660	New	+$683K	0.23%	189
2018 Q1	–	Sell	-188	Closed	-$27K	–	247
2017 Q4	$27K	Buy	+188	New	+$26.8K	0.03%	155

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return