ACI
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Alpha Cubed Investments’s American Tower AMT Stock Holding History

Alpha Cubed 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
Q4 		$9.71M Sell
55,307
-182,284
-77% -$33.2M 0.33% 55
2025
Q3 		$45.7M Buy
237,591
+21,284
+10% +$4.43M 1.59% 17
2025
Q2 		$47.8M Buy
216,307
+16,678
+8% +$3.6M 1.81% 17
2025
Q1 		$43.4M Buy
199,629
+78,536
+65% +$15.4M 1.94% 17
2024
Q4 		$22.2M Sell
121,093
-75,927
-39% -$15.7M 1.02% 31
2024
Q3 		$45.8M Sell
197,020
-4,053
-2% -$899K 2.04% 17
2024
Q2 		$39.1M Sell
201,073
-19,992
-9% -$3.74M 1.86% 17
2024
Q1 		$43.7M Buy
221,065
+107,355
+94% +$21.4M 2.28% 10
2023
Q4 		$24.5M Buy
113,710
+47,309
+71% +$8.94M 1.37% 24
2023
Q3 		$10.9M Sell
66,401
-7,873
-11% -$1.44M 0.73% 39
2023
Q2 		$14.4M Sell
74,274
-1,911
-3% -$374K 0.97% 39
2023
Q1 		$15.6M Buy
76,185
+19,963
+36% +$4.19M 1.13% 34
2022
Q4 		$11.9M Sell
56,222
-32,631
-37% -$6.79M 0.9% 40
2022
Q3 		$19.1M Buy
88,853
+2,576
+3% +$662K 1.49% 21
2022
Q2 		$22.1M Buy
86,277
+83,692
+3,238% +$21M 1.6% 22
2022
Q1 		$649K Buy
2,585
+1,100
+74% +$268K 0.04% 167
2021
Q4 		$434K Buy
1,485
+51
+4% +$13.9K 0.03% 188
2021
Q3 		$381K Sell
1,434
-50
-3% -$14.3K 0.03% 185
2021
Q2 		$401K Buy
1,484
+19
+1% +$4.84K 0.03% 186
2021
Q1 		$350K Sell
1,465
-201
-12% -$44.8K 0.03% 192
2020
Q4 		$374K Sell
1,666
-367
-18% -$85.3K 0.03% 178
2020
Q3 		$491K Sell
2,033
-231
-10% -$58.6K 0.05% 138
2020
Q2 		$585K Sell
2,264
-58
-2% -$14.3K 0.06% 109
2020
Q1 		$506K Buy
2,322
+33
+1% +$7.68K 0.06% 122
2019
Q4 		$526K Hold
2,289
– – 0.05% 139
2019
Q3 		$506K Buy
2,289
+16
+0.7% +$3.49K 0.06% 136
2019
Q2 		$465K Hold
2,273
– – 0.05% 141
2019
Q1 		$448K Buy
2,273
+11
+0.5% +$1.93K 0.05% 134
2018
Q4 		$358K Sell
2,262
-1,023
-31% -$160K 0.05% 137
2018
Q3 		$493K Buy
3,285
+638
+24% +$93.6K 0.06% 163
2018
Q2 		$382K Sell
2,647
-35
-1% -$4.86K 0.05% 145
2018
Q1 		$390K Sell
2,682
-468
-15% -$65.9K 0.05% 152
2017
Q4 		$449K Sell
3,150
-406
-11% -$58K 0.06% 148
2017
Q3 		$486K Buy
3,556
+22
+0.6% +$3.06K 0.07% 131
2017
Q2 		$468K Buy
3,534
+488
+16% +$62.5K 0.08% 119
2017
Q1 		$370K Buy
3,046
+76
+3% +$8.36K 0.08% 129
2016
Q4 		$314K Sell
2,970
-86
-3% -$9.34K 0.08% 144
2016
Q3 		$346K Buy
3,056
+772
+34% +$88.3K 0.09% 126
2016
Q2 		$259K Buy
+2,284
New +$243K 0.09% 121
2016
Q1 		– Sell
-3,218
Closed -$312K – 160
2015
Q4 		$312K Sell
3,218
-14
-0.4% -$1.36K 0.08% 138
2015
Q3 		$330K Buy
+3,232
New +$304K 0.09% 142

Other funds holding AMT

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Alpha Cubed Investments's AMT Position: Q4 2025 in Review

Alpha Cubed Investments reduced its American Tower (AMT) stake by 77% in Q4 2025, selling an estimated $33.2M and leaving 55,307 shares worth $9.71M. The position accounts for 0.33% of the portfolio, ranked #55.

Alpha Cubed Investments first reported a position in AMT in Q3 2015 and has held it in 41 quarters since. The position peaked at $47.8M in Q2 2025. 1,774 funds tracked by Wall St. Rank hold AMT as of Q4 2025.

  • Alpha Cubed Investments held 55,307 shares of American Tower worth $9.71M as of Q4 2025.
  • Alpha Cubed Investments sold 182,284 American Tower shares in Q4 2025, an estimated $33.2M.
  • American Tower made up 0.33% of Alpha Cubed Investments's portfolio in Q4 2025, its #55 holding.
  • Alpha Cubed Investments first reported a position in American Tower in Q3 2015 and has held it in 41 quarters since.
  • Alpha Cubed Investments's American Tower position peaked at $47.8M in Q2 2025.
  • 1,774 funds tracked by Wall St. Rank held American Tower as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.