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Beverly Hills Private Wealth’s American Tower AMT Stock Holding History

Beverly Hills Private Wealth’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 		– Sell
-5,082
Closed -$877K – 261
2026
Q1 		$877K Buy
+5,082
New +$914K 0.15% 135
2025
Q4 		– Sell
-5,262
Closed -$1.01M – 336
2025
Q3 		$1.01M Sell
5,262
-212
-4% -$44.2K 0.18% 126
2025
Q2 		$1.21M Sell
5,474
-281
-5% -$60.7K 0.23% 111
2025
Q1 		$1.25M Sell
5,755
-85
-1% -$16.7K 0.25% 107
2024
Q4 		$1.07M Sell
5,840
-215
-4% -$44.5K 0.22% 113
2024
Q3 		$1.41M Sell
6,055
-1,195
-16% -$265K 0.28% 97
2024
Q2 		$1.41M Sell
7,250
-451
-6% -$84.3K 0.31% 87
2024
Q1 		$1.52M Sell
7,701
-537
-7% -$107K 0.35% 78
2023
Q4 		$1.78M Sell
8,238
-167
-2% -$31.6K 0.46% 65
2023
Q3 		$1.38M Buy
+8,405
New +$1.54M 0.41% 70

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

Beverly Hills Private Wealth's AMT Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of American Tower (AMT) in Q2 2026, closing a stake of 5,082 shares — an estimated $877K sold.

Beverly Hills Private Wealth first reported a position in AMT in Q3 2023 and held it in 10 quarters. The position peaked at $1.78M in Q4 2023. 1,749 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining American Tower position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 5,082 American Tower shares in Q2 2026, an estimated $877K.
  • Beverly Hills Private Wealth first reported a position in American Tower in Q3 2023 and held it in 10 quarters.
  • Beverly Hills Private Wealth's American Tower position peaked at $1.78M in Q4 2023.
  • 1,749 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.