AssuredPartners Investment Advisors’s American Tower AMT Stock Holding History

AssuredPartners Investment 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 Q1	–	Sell	-1,309	Closed	-$230K	–	406
2025 Q4	$230K	Buy	+1,309	New	+$238K	0.03%	314
2025 Q2	–	Sell	-2,386	Closed	-$519K	–	250
2025 Q1	$519K	Buy	2,386 +241	+11%	+$47.3K	0.1%	197
2024 Q4	$393K	Buy	+2,145	New	+$444K	0.08%	234

Other funds holding AMT

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

AssuredPartners Investment Advisors's AMT Position: Q1 2026 in Review

AssuredPartners Investment Advisors sold out of American Tower (AMT) in Q1 2026, closing a stake of 1,309 shares — an estimated $230K sold.

AssuredPartners Investment Advisors first reported a position in AMT in Q4 2024 and held it in 3 quarters. The position peaked at $519K in Q1 2025. 1,749 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

AssuredPartners Investment Advisors reported no remaining American Tower position as of Q1 2026 after selling out during the quarter.
AssuredPartners Investment Advisors sold 1,309 American Tower shares in Q1 2026, an estimated $230K.
AssuredPartners Investment Advisors first reported a position in American Tower in Q4 2024 and held it in 3 quarters.
AssuredPartners Investment Advisors's American Tower position peaked at $519K in Q1 2025.
1,749 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.