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Ategra Capital Management’s American Tower AMT Stock Holding History

Ategra Capital Management’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
2024
Q2 		– Sell
-8,444
Closed -$1.67M – 30
2024
Q1 		$1.67M Buy
8,444
+50
+0.6% +$9.96K 0.75% 32
2023
Q4 		$1.81M Buy
8,394
+1,844
+28% +$348K 0.8% 31
2023
Q3 		$1.08M Buy
6,550
+643
+11% +$117K 0.58% 41
2023
Q2 		$1.15M Buy
5,907
+2,090
+55% +$409K 0.62% 39
2023
Q1 		$780K Buy
3,817
+564
+17% +$118K 0.43% 50
2022
Q4 		$689K Buy
3,253
+1,014
+45% +$211K 0.35% 57
2022
Q3 		$481K Hold
2,239
– – 0.25% 66
2022
Q2 		$573K Hold
2,239
– – 0.29% 63
2022
Q1 		$563K Buy
2,239
+102
+5% +$24.9K 0.25% 67
2021
Q4 		$625K Hold
2,137
– – 0.27% 66
2021
Q3 		$567K Hold
2,137
– – 0.27% 69
2021
Q2 		$578K Buy
2,137
+417
+24% +$106K 0.28% 67
2021
Q1 		$411K Buy
1,720
+130
+8% +$28.9K 0.23% 74
2020
Q4 		$357K Buy
1,590
+6
+0.4% +$1.4K 0.25% 71
2020
Q3 		$383K Sell
1,584
-240
-13% -$60.8K 0.34% 59
2020
Q2 		$472K Buy
1,824
+19
+1% +$4.7K 0.45% 46
2020
Q1 		$393K Hold
1,805
– – 0.46% 46
2019
Q4 		$415K Hold
1,805
– – 0.35% 53
2019
Q3 		$399K Hold
1,805
– – 0.36% 58
2019
Q2 		$369K Buy
1,805
+53
+3% +$10.7K 0.35% 67
2019
Q1 		$345K Buy
+1,752
New +$307K 0.34% 66

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ategra Capital Management's AMT Position: Q2 2024 in Review

Ategra Capital Management sold out of American Tower (AMT) in Q2 2024, closing a stake of 8,444 shares — an estimated $1.67M sold.

Ategra Capital Management first reported a position in AMT in Q1 2019 and held it in 21 quarters. The position peaked at $1.81M in Q4 2023. 1,767 funds tracked by Wall St. Rank hold AMT as of Q2 2024.

  • Ategra Capital Management reported no remaining American Tower position as of Q2 2024 after selling out during the quarter.
  • Ategra Capital Management sold 8,444 American Tower shares in Q2 2024, an estimated $1.67M.
  • Ategra Capital Management first reported a position in American Tower in Q1 2019 and held it in 21 quarters.
  • Ategra Capital Management's American Tower position peaked at $1.81M in Q4 2023.
  • 1,767 funds tracked by Wall St. Rank held American Tower as of Q2 2024.

Based on Ategra Capital Management's 13F filing for Q2 2024, filed 14 Feb 2025.