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Westbourne Investments’s American Tower AMT Stock Holding History

Westbourne Investments’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
Q2 		– Sell
-5,336
Closed -$1.16M – 142
2025
Q1 		$1.16M Buy
5,336
+200
+4% +$39.2K 0.7% 46
2024
Q4 		$942K Buy
+5,136
New +$1.06M 0.56% 48

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Westbourne Investments's AMT Position: Q2 2025 in Review

Westbourne Investments sold out of American Tower (AMT) in Q2 2025, closing a stake of 5,336 shares — an estimated $1.16M sold.

Westbourne Investments first reported a position in AMT in Q4 2024 and held it in 2 quarters. The position peaked at $1.16M in Q1 2025. 1,846 funds tracked by Wall St. Rank hold AMT as of Q2 2025.

  • Westbourne Investments reported no remaining American Tower position as of Q2 2025 after selling out during the quarter.
  • Westbourne Investments sold 5,336 American Tower shares in Q2 2025, an estimated $1.16M.
  • Westbourne Investments first reported a position in American Tower in Q4 2024 and held it in 2 quarters.
  • Westbourne Investments's American Tower position peaked at $1.16M in Q1 2025.
  • 1,846 funds tracked by Wall St. Rank held American Tower as of Q2 2025.

Based on Westbourne Investments's 13F filing for Q2 2025, filed 9 Jul 2025.