Advisor Resource Council’s American Tower AMT Stock Holding History

Advisor Resource Council’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 Q2	$602K	Buy	3,715 +108	+3%	+$19.4K	0.17%	118
2026 Q1	$622K	Sell	3,607 -145	-4%	-$26.1K	0.2%	101
2025 Q4	$652K	Buy	+3,752	New	+$683K	0.23%	96
2025 Q3	–	Sell	-1,537	Closed	-$340K	–	50
2025 Q2	$340K	Buy	+1,537	New	+$332K	0.13%	115
2024 Q4	–	Sell	-2,231	Closed	-$519K	–	81
2024 Q3	$519K	Buy	+2,231	New	+$495K	0.23%	116
2023 Q2	–	Sell	-3,955	Closed	-$832K	–	173
2023 Q1	$832K	Buy	+3,955	New	+$830K	0.21%	128

Other funds holding AMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Advisor Resource Council's AMT Position: Q2 2026 in Review

Advisor Resource Council increased its American Tower (AMT) stake by 3% in Q2 2026, buying an estimated $19.4K and bringing the position to 3,715 shares worth $602K. The position accounts for 0.17% of the portfolio, ranked #118.

Advisor Resource Council first reported a position in AMT in Q1 2023 and has held it in 6 quarters since. The position peaked at $832K in Q1 2023. 1,750 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Advisor Resource Council held 3,715 shares of American Tower worth $602K as of Q2 2026.
Advisor Resource Council bought 108 American Tower shares in Q2 2026, an estimated $19.4K.
American Tower made up 0.17% of Advisor Resource Council's portfolio in Q2 2026, its #118 holding.
Advisor Resource Council first reported a position in American Tower in Q1 2023 and has held it in 6 quarters since.
Advisor Resource Council's American Tower position peaked at $832K in Q1 2023.
1,750 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.