Annex Advisory Services’s American Tower AMT Stock Holding History

Annex Advisory 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
2025 Q2	–	Sell	-1,059	Closed	-$230K	–	324
2025 Q1	$230K	Buy	+1,059	New	+$208K	0.01%	272
2024 Q2	–	Sell	-1,182	Closed	-$234K	–	285
2024 Q1	$234K	Buy	+1,182	New	+$235K	0.01%	252
2021 Q2	–	Sell	-1,741	Closed	-$417K	–	219
2021 Q1	$417K	Sell	1,741 -9,373	-84%	-$2.09M	0.04%	141
2020 Q4	$2.5M	Sell	11,114 -145	-1%	-$33.7K	0.24%	68
2020 Q3	$2.72M	Buy	11,259 +70	+0.6%	+$17.7K	0.35%	37
2020 Q2	$2.89M	Buy	11,189 +4,371	+64%	+$1.08M	0.4%	30
2020 Q1	$1.49M	Buy	+6,818	New	+$1.59M	0.21%	46

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Annex Advisory Services's AMT Position: Q2 2025 in Review

Annex Advisory Services sold out of American Tower (AMT) in Q2 2025, closing a stake of 1,059 shares — an estimated $230K sold.

Annex Advisory Services first reported a position in AMT in Q1 2020 and held it in 7 quarters. The position peaked at $2.89M in Q2 2020. 1,846 funds tracked by Wall St. Rank hold AMT as of Q2 2025.

Annex Advisory Services reported no remaining American Tower position as of Q2 2025 after selling out during the quarter.
Annex Advisory Services sold 1,059 American Tower shares in Q2 2025, an estimated $230K.
Annex Advisory Services first reported a position in American Tower in Q1 2020 and held it in 7 quarters.
Annex Advisory Services's American Tower position peaked at $2.89M in Q2 2020.
1,846 funds tracked by Wall St. Rank held American Tower as of Q2 2025.

Based on Annex Advisory Services's 13F filing for Q2 2025, filed 11 Jul 2025.