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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
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 0.11% 93
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Allen Capital Group's AMT Position: Q1 2026 in Review

Allen Capital Group opened a new position in American Tower (AMT) in Q1 2026: 1,456 shares worth $251K. The stake represents 0.02% of the portfolio and ranks #243 among its holdings. This is a return to the name: Allen Capital Group previously reported a position in AMT as recently as Q3 2025.

Allen Capital Group first reported a position in AMT in Q1 2021 and has held it in 19 quarters since. The position peaked at $747K in Q2 2022. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Allen Capital Group held 1,456 shares of American Tower worth $251K as of Q1 2026.
  • American Tower was a new Allen Capital Group position in Q1 2026.
  • American Tower made up 0.02% of Allen Capital Group's portfolio in Q1 2026, its #243 holding.
  • Allen Capital Group first reported a position in American Tower in Q1 2021 and has held it in 19 quarters since.
  • Allen Capital Group's American Tower position peaked at $747K in Q2 2022.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Allen Capital Group's 13F filing for Q1 2026, filed 27 May 2026.