AIS
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Advocate Investing Services’s American Tower AMT Stock Holding History

Advocate Investing Services’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 		$371K Hold
2,268
– – 0.29% 72
2026
Q1 		$391K Hold
2,268
– – 0.33% 70
2025
Q4 		$398K Buy
+2,268
New +$413K 0.36% 61

Other funds holding AMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Advocate Investing Services's AMT Position: Q2 2026 in Review

Advocate Investing Services held its American Tower (AMT) position steady in Q2 2026 at 2,268 shares worth $371K. The position accounts for 0.29% of the portfolio, ranked #72.

Advocate Investing Services first reported a position in AMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $398K in Q4 2025. 1,747 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Advocate Investing Services held 2,268 shares of American Tower worth $371K as of Q2 2026.
  • Advocate Investing Services left its American Tower share count unchanged in Q2 2026.
  • American Tower made up 0.29% of Advocate Investing Services's portfolio in Q2 2026, its #72 holding.
  • Advocate Investing Services first reported a position in American Tower in Q4 2025 and has held it in 3 quarters since.
  • Advocate Investing Services's American Tower position peaked at $398K in Q4 2025.
  • 1,747 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.