Applied Capital LLC’s American Tower AMT Stock Holding History

Applied Capital LLC’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	$1.01M	Buy	6,172 +273	+5%	+$46.9K	0.4%	52
2026 Q2	$965K	Buy	5,899 +48	+0.8%	+$8.64K	0.39%	59
2026 Q1	$1.01M	Buy	5,851 +345	+6%	+$62.1K	0.48%	55
2025 Q4	$967K	Buy	5,506 +725	+15%	+$132K	0.57%	54
2025 Q3	$919K	Buy	4,781 +20	+0.4%	+$4.17K	0.57%	54
2025 Q2	$1.05M	Buy	4,761 +136	+3%	+$29.4K	0.76%	54
2025 Q1	$1.01M	Buy	4,625 +2,233	+93%	+$438K	0.79%	49
2024 Q4	$439K	Buy	2,392 +521	+28%	+$108K	0.34%	68
2024 Q3	$435K	Buy	1,871 +10	+0.5%	+$2.22K	0.34%	68
2024 Q2	$362K	Buy	1,861 +329	+21%	+$61.5K	0.32%	69
2024 Q1	$303K	Buy	+1,532	New	+$305K	0.25%	76

Other funds holding AMT

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Applied Capital LLC's AMT Position: Q3 2026 in Review

Applied Capital LLC increased its American Tower (AMT) stake by 4.6% in Q3 2026, buying an estimated $46.9K and bringing the position to 6,172 shares worth $1.01M. The position accounts for 0.4% of the portfolio, ranked #52.

Applied Capital LLC first reported a position in AMT in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.05M in Q2 2025. 652 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

Applied Capital LLC held 6,172 shares of American Tower worth $1.01M as of Q3 2026.
Applied Capital LLC bought 273 American Tower shares in Q3 2026, an estimated $46.9K.
American Tower made up 0.4% of Applied Capital LLC's portfolio in Q3 2026, its #52 holding.
Applied Capital LLC first reported a position in American Tower in Q1 2024 and has held it in 11 quarters since.
Applied Capital LLC's American Tower position peaked at $1.05M in Q2 2025.
652 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Applied Capital LLC's 13F filing for Q3 2026, filed 7 Oct 2026.