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Annis Gardner Whiting Capital Advisors’s American Tower AMT Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		– Sell
-183
Closed -$31.6K – 389
2026
Q1 		$31.6K Sell
183
-309
-63% -$55.6K 0.01% 649
2025
Q4 		$87K Sell
492
-60
-11% -$10.9K 0.02% 433
2025
Q3 		$107K Sell
552
-196
-26% -$40.8K 0.02% 378
2025
Q2 		$166K Buy
748
+222
+42% +$47.9K 0.06% 231
2025
Q1 		$114K Sell
526
-369
-41% -$72.4K 0.05% 254
2024
Q4 		$166K Buy
895
+3
+0.3% +$622 0.05% 220
2024
Q3 		$207K Buy
892
+31
+4% +$6.87K 0.06% 208
2024
Q2 		$169K Sell
861
-3
-0.3% -$561 0.05% 229
2024
Q1 		$171K Buy
864
+27
+3% +$5.38K 0.06% 203
2023
Q4 		$182K Buy
837
+456
+120% +$86.2K 0.08% 160
2023
Q3 		$62.7K Buy
+381
New +$69.6K 0.03% 264

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 $3.38T AUM 44.17% 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

Annis Gardner Whiting Capital Advisors's AMT Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of American Tower (AMT) in Q2 2026, closing a stake of 183 shares — an estimated $31.6K sold.

Annis Gardner Whiting Capital Advisors first reported a position in AMT in Q3 2023 and held it in 11 quarters. The position peaked at $207K in Q3 2024. 1,758 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining American Tower position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 183 American Tower shares in Q2 2026, an estimated $31.6K.
  • Annis Gardner Whiting Capital Advisors first reported a position in American Tower in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's American Tower position peaked at $207K in Q3 2024.
  • 1,758 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.