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Bernzott Capital Advisors’s American Tower AMT Stock Holding History

Bernzott Capital 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 		$5.27M Sell
32,238
-9,923
-24% -$1.79M 2.11% 22
2026
Q1 		$7.28M Buy
42,161
+9,556
+29% +$1.72M 3.49% 7
2025
Q4 		$5.72M Sell
32,605
-2,558
-7% -$465K 2.72% 18
2025
Q3 		$6.76M Sell
35,163
-150
-0.4% -$31.3K 3.19% 14
2025
Q2 		$7.8M Sell
35,313
-1,280
-3% -$276K 3.98% 4
2025
Q1 		$7.96M Sell
36,593
-316
-0.9% -$62K 3.92% 3
2024
Q4 		$6.77M Sell
36,909
-3,365
-8% -$697K 3.35% 10
2024
Q3 		$9.37M Sell
40,274
-85
-0.2% -$18.8K 4.03% 3
2024
Q2 		$7.84M Buy
40,359
+760
+2% +$142K 3.61% 3
2024
Q1 		$7.82M Buy
39,599
+11,305
+40% +$2.25M 3.1% 13
2023
Q4 		$6.11M Buy
28,294
+30
+0.1% +$5.67K 2.38% 24
2023
Q3 		$4.65M Sell
28,264
-2,921
-9% -$534K 1.6% 36
2023
Q2 		$6.05M Buy
+31,185
New +$6.1M 1.31% 41

Other funds holding AMT

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Bernzott Capital Advisors's AMT Position: Q2 2026 in Review

Bernzott Capital Advisors reduced its American Tower (AMT) stake by 24% in Q2 2026, selling an estimated $1.79M and leaving 32,238 shares worth $5.27M. The position accounts for 2.11% of the portfolio, ranked #22.

Bernzott Capital Advisors first reported a position in AMT in Q2 2023 and has held it in 13 quarters since. The position peaked at $9.37M in Q3 2024. 343 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Bernzott Capital Advisors held 32,238 shares of American Tower worth $5.27M as of Q2 2026.
  • Bernzott Capital Advisors sold 9,923 American Tower shares in Q2 2026, an estimated $1.79M.
  • American Tower made up 2.11% of Bernzott Capital Advisors's portfolio in Q2 2026, its #22 holding.
  • Bernzott Capital Advisors first reported a position in American Tower in Q2 2023 and has held it in 13 quarters since.
  • Bernzott Capital Advisors's American Tower position peaked at $9.37M in Q3 2024.
  • 343 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Bernzott Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.