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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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Beacon Pointe Advisors's AMT Position: Q1 2026 in Review

Beacon Pointe Advisors increased its American Tower (AMT) stake by 70% in Q1 2026, buying an estimated $1.67M and bringing the position to 22,408 shares worth $3.87M. The position accounts for 0.02% of the portfolio, ranked #536.

Beacon Pointe Advisors first reported a position in AMT in Q1 2020 and has held it in 25 quarters since. The position peaked at $13.3M in Q1 2022. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Beacon Pointe Advisors held 22,408 shares of American Tower worth $3.87M as of Q1 2026.
  • Beacon Pointe Advisors bought 9,256 American Tower shares in Q1 2026, an estimated $1.67M.
  • American Tower made up 0.02% of Beacon Pointe Advisors's portfolio in Q1 2026, its #536 holding.
  • Beacon Pointe Advisors first reported a position in American Tower in Q1 2020 and has held it in 25 quarters since.
  • Beacon Pointe Advisors's American Tower position peaked at $13.3M in Q1 2022.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.