Allen Capital Group
AMT icon

Allen Capital Group’s American Tower AMT Stock Holding History

Allen Capital Group’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
Q3 		$209K Sell
1,274
-226
-15% -$38.8K 0.02% 300
2026
Q2 		$245K Buy
1,500
+44
+3% +$7.92K 0.02% 267
2026
Q1 		$251K Buy
+1,456
New +$262K 0.02% 243
2025
Q4 		– Sell
-1,223
Closed -$235K – 277
2025
Q3 		$235K Sell
1,223
-127
-9% -$26.5K 0.02% 243
2025
Q2 		$298K Sell
1,350
-74
-5% -$16K 0.03% 221
2025
Q1 		$310K Buy
1,424
+99
+7% +$19.4K 0.04% 203
2024
Q4 		$243K Sell
1,325
-9
-0.7% -$1.86K 0.03% 207
2024
Q3 		$310K Sell
1,334
-569
-30% -$126K 0.04% 186
2024
Q2 		$370K Sell
1,903
-25
-1% -$4.67K 0.05% 150
2024
Q1 		$381K Sell
1,928
-557
-22% -$111K 0.05% 144
2023
Q4 		$536K Sell
2,485
-29
-1% -$5.48K 0.08% 118
2023
Q3 		$407K Hold
2,514
– – 0.07% 123
2023
Q2 		$488K Sell
2,514
-252
-9% -$49.3K 0.08% 123
2023
Q1 		$565K Buy
+2,766
New +$580K 0.1% 116
2022
Q4 		– Sell
-2,921
Closed -$627K – 43
2022
Q3 		$627K Hold
2,921
– – 0.14% 95
2022
Q2 		$747K Buy
2,921
+570
+24% +$143K 0.15% 93
2022
Q1 		$591K Hold
2,351
– – 0.11% 99
2021
Q4 		$688K Buy
2,351
+269
+13% +$73.5K 0.09% 100
2021
Q3 		$553K Hold
2,082
– – 0.11% 94
2021
Q2 		$562K Sell
2,082
-130
-6% -$33.1K 0.11% 97
2021
Q1 		$529K Buy
+2,212
New +$493K 0.12% 96

Other funds holding AMT

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Allen Capital Group's AMT Position: Q3 2026 in Review

Allen Capital Group reduced its American Tower (AMT) stake by 15% in Q3 2026, selling an estimated $38.8K and leaving 1,274 shares worth $209K. The position accounts for 0.02% of the portfolio, ranked #300.

Allen Capital Group first reported a position in AMT in Q1 2021 and has held it in 21 quarters since. The position peaked at $747K in Q2 2022. 652 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • Allen Capital Group held 1,274 shares of American Tower worth $209K as of Q3 2026.
  • Allen Capital Group sold 226 American Tower shares in Q3 2026, an estimated $38.8K.
  • American Tower made up 0.02% of Allen Capital Group's portfolio in Q3 2026, its #300 holding.
  • Allen Capital Group first reported a position in American Tower in Q1 2021 and has held it in 21 quarters since.
  • Allen Capital Group's American Tower position peaked at $747K in Q2 2022.
  • 652 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Allen Capital Group's 13F filing for Q3 2026, filed 27 Oct 2026.