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Beacon Pointe Advisors’s American Tower AMT Stock Holding History

Beacon Pointe 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 		$3.59M Sell
21,953
-455
-2% -$81.9K 0.02% 589
2026
Q1 		$3.87M Buy
22,408
+9,256
+70% +$1.67M 0.02% 536
2025
Q4 		$2.31M Buy
13,152
+772
+6% +$140K 0.02% 564
2025
Q3 		$2.38M Sell
12,380
-7,860
-39% -$1.64M 0.02% 514
2025
Q2 		$4.47M Sell
20,240
-102
-0.5% -$22K 0.05% 331
2025
Q1 		$4.43M Buy
20,342
+1,266
+7% +$248K 0.05% 321
2024
Q4 		$3.5M Sell
19,076
-1,479
-7% -$306K 0.04% 342
2024
Q3 		$4.78M Sell
20,555
-770
-4% -$171K 0.06% 301
2024
Q2 		$4.15M Sell
21,325
-1,746
-8% -$326K 0.05% 324
2024
Q1 		$4.56M Sell
23,071
-2,556
-10% -$509K 0.05% 309
2023
Q4 		$5.53M Sell
25,627
-1,892
-7% -$358K 0.07% 256
2023
Q3 		$4.53M Buy
27,519
+3,842
+16% +$702K 0.06% 289
2023
Q2 		$4.59M Sell
23,677
-2,496
-10% -$488K 0.08% 220
2023
Q1 		$5.35M Buy
26,173
+318
+1% +$66.7K 0.09% 203
2022
Q4 		$5.48M Buy
25,855
+761
+3% +$158K 0.11% 181
2022
Q3 		$5.39M Sell
25,094
-1,125
-4% -$289K 0.12% 164
2022
Q2 		$6.71M Sell
26,219
-26,602
-50% -$6.68M 0.14% 150
2022
Q1 		$13.3M Buy
52,821
+27,408
+108% +$6.69M 0.18% 125
2021
Q4 		$7.43M Sell
25,413
-92
-0.4% -$25.1K 0.19% 106
2021
Q3 		$6.77M Buy
25,505
+11,126
+77% +$3.17M 0.17% 140
2021
Q2 		$3.88M Buy
14,379
+8,954
+165% +$2.28M 0.14% 146
2021
Q1 		$1.29M Buy
5,425
+816
+18% +$182K 0.08% 187
2020
Q4 		$1.03M Buy
4,609
+3,321
+258% +$772K 0.07% 192
2020
Q3 		$311K Sell
1,288
-2,759
-68% -$700K 0.03% 293
2020
Q2 		$1.04M Buy
4,047
+791
+24% +$196K 0.1% 160
2020
Q1 		$708K Buy
+3,256
New +$758K 0.11% 147

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 $3.37T AUM 44.26% 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

Beacon Pointe Advisors's AMT Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its American Tower (AMT) stake by 2% in Q2 2026, selling an estimated $81.9K and leaving 21,953 shares worth $3.59M. The position accounts for 0.02% of the portfolio, ranked #589.

Beacon Pointe Advisors first reported a position in AMT in Q1 2020 and has held it in 26 quarters since. The position peaked at $13.3M in Q1 2022. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Beacon Pointe Advisors held 21,953 shares of American Tower worth $3.59M as of Q2 2026.
  • Beacon Pointe Advisors sold 455 American Tower shares in Q2 2026, an estimated $81.9K.
  • American Tower made up 0.02% of Beacon Pointe Advisors's portfolio in Q2 2026, its #589 holding.
  • Beacon Pointe Advisors first reported a position in American Tower in Q1 2020 and has held it in 26 quarters since.
  • Beacon Pointe Advisors's American Tower position peaked at $13.3M in Q1 2022.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.