BIM
AMT icon

Barton Investment Management’s American Tower AMT Stock Holding History

Barton Investment 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
2026
Q2 		$12.6M Sell
77,038
-1,395
-2% -$251K 1.71% 11
2026
Q1 		$13.5M Sell
78,433
-775
-1% -$139K 1.7% 11
2025
Q4 		$13.9M Sell
79,208
-1,870
-2% -$340K 1.5% 12
2025
Q3 		$15.6M Sell
81,078
-1,555
-2% -$324K 1.59% 11
2025
Q2 		$18.3M Sell
82,633
-2,830
-3% -$611K 1.89% 11
2025
Q1 		$18.6M Sell
85,463
-1,588
-2% -$312K 2.28% 11
2024
Q4 		$16M Sell
87,051
-1,258
-1% -$261K 1.69% 12
2024
Q3 		$20.5M Sell
88,309
-1,423
-2% -$316K 2.57% 10
2024
Q2 		$17.4M Sell
89,732
-14,495
-14% -$2.71M 2.32% 10
2024
Q1 		$20.6M Sell
104,227
-1,334
-1% -$266K 2.5% 10
2023
Q4 		$22.8M Sell
105,561
-2,025
-2% -$383K 2.99% 10
2023
Q3 		$17.7M Sell
107,586
-2,860
-3% -$522K 2.86% 11
2023
Q2 		$21.4M Sell
110,446
-1,597
-1% -$312K 3.22% 9
2023
Q1 		$22.9M Sell
112,043
-1,588
-1% -$333K 4.03% 8
2022
Q4 		$24.1M Sell
113,631
-4,630
-4% -$964K 4.73% 8
2022
Q3 		$25.4M Sell
118,261
-1,690
-1% -$434K 5.16% 6
2022
Q2 		$30.7M Sell
119,951
-215
-0.2% -$53.9K 6.2% 5
2022
Q1 		$30.2M Sell
120,166
-5,160
-4% -$1.26M 3.82% 8
2021
Q4 		$36.7M Sell
125,326
-14,045
-10% -$3.84M 3.18% 8
2021
Q3 		$37M Sell
139,371
-961
-0.7% -$274K 3.1% 9
2021
Q2 		$37.9M Buy
140,332
+106
+0.1% +$27K 3.11% 9
2021
Q1 		$33.5M Sell
140,226
-10,790
-7% -$2.4M 3.12% 10
2020
Q4 		$33.9M Sell
151,016
-1,430
-0.9% -$332K 2.91% 9
2020
Q3 		$36.9M Sell
152,446
-2,889
-2% -$732K 3.54% 7
2020
Q2 		$40.2M Sell
155,335
-870
-0.6% -$215K 4.08% 7
2020
Q1 		$34M Sell
156,205
-3,155
-2% -$734K 5.27% 4
2019
Q4 		$36.6M Buy
159,360
+33
+0% +$7.19K 5.69% 5
2019
Q3 		$35.2M Sell
159,327
-536
-0.3% -$117K 5.91% 5
2019
Q2 		$32.7M Buy
159,863
+55
+0% +$11.1K 4.89% 6
2019
Q1 		$31.5M Sell
159,808
-3,750
-2% -$658K 5.26% 6
2018
Q4 		$25.9M Sell
163,558
-3,892
-2% -$608K 5.17% 6
2018
Q3 		$24.3M Sell
167,450
-694
-0.4% -$102K 3.77% 8
2018
Q2 		$24.2M Sell
168,144
-3,900
-2% -$542K 3.92% 8
2018
Q1 		$25M Sell
172,044
-3,735
-2% -$526K 4.61% 8
2017
Q4 		$25.1M Sell
175,779
-1,581
-0.9% -$226K 5.51% 8
2017
Q3 		$24.2M Hold
177,360
– – 5.75% 7
2017
Q2 		$23.5M Sell
177,360
-90
-0.1% -$11.5K 6.19% 6
2017
Q1 		$21.6M Sell
177,450
-627
-0.4% -$69K 6.27% 5
2016
Q4 		$18.8M Buy
178,077
+357
+0.2% +$38.8K 6.26% 6
2016
Q3 		$20.1M Sell
177,720
-90
-0.1% -$10.3K 6.78% 6
2016
Q2 		$20.2M Sell
177,810
-63,262
-26% -$6.73M 7.35% 5
2016
Q1 		$24.7M Buy
241,072
+50,100
+26% +$4.68M 6.77% 5
2015
Q4 		$18.5M Buy
190,972
+1,240
+0.7% +$121K 6.07% 5
2015
Q3 		$16.7M Sell
189,732
-22,767
-11% -$2.14M 6.06% 5
2015
Q2 		$19.8M Sell
212,499
-38,495
-15% -$3.64M 7.02% 5
2015
Q1 		$23.6M Sell
250,994
-10,430
-4% -$1.01M 8.71% 4
2014
Q4 		$25.8M Sell
261,424
-6,125
-2% -$602K 9.9% 4
2014
Q3 		$25.1M Sell
267,549
-2,020
-0.7% -$192K 9.58% 4
2014
Q2 		$24.3M Sell
269,569
-4,665
-2% -$404K 9.48% 4
2014
Q1 		$22.5M Sell
274,234
-11,508
-4% -$938K 9.18% 4
2013
Q4 		$22.8M Sell
285,742
-1,615
-0.6% -$125K 9.13% 4
2013
Q3 		$21.3M Buy
287,357
+4,345
+2% +$314K 9.63% 4
2013
Q2 		$20.7M Buy
+283,012
New +$22.5M 10.71% 3

Other funds holding AMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Barton Investment Management's AMT Position: Q2 2026 in Review

Barton Investment Management reduced its American Tower (AMT) stake by 1.8% in Q2 2026, selling an estimated $251K and leaving 77,038 shares worth $12.6M. The position accounts for 1.71% of the portfolio, ranked #11.

Barton Investment Management first reported a position in AMT in Q2 2013 and has held it in 53 quarters since. The position peaked at $40.2M in Q2 2020. 724 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Barton Investment Management held 77,038 shares of American Tower worth $12.6M as of Q2 2026.
  • Barton Investment Management sold 1,395 American Tower shares in Q2 2026, an estimated $251K.
  • American Tower made up 1.71% of Barton Investment Management's portfolio in Q2 2026, its #11 holding.
  • Barton Investment Management first reported a position in American Tower in Q2 2013 and has held it in 53 quarters since.
  • Barton Investment Management's American Tower position peaked at $40.2M in Q2 2020.
  • 724 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Barton Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.