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Biltmore Family Office’s American Tower AMT Stock Holding History

Biltmore Family Office’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 		$212K Sell
1,284
-30
-2% -$5.4K 0.03% 249
2026
Q1 		$227K Buy
+1,314
New +$236K 0.03% 229
2024
Q4 		– Sell
-1,276
Closed -$297K – 266
2024
Q3 		$297K Buy
1,276
+113
+10% +$25.1K 0.05% 175
2024
Q2 		$228K Buy
1,163
+75
+7% +$14K 0.04% 176
2024
Q1 		$215K Hold
1,088
– – 0.04% 176
2023
Q4 		$237K Buy
+1,088
New +$206K 0.05% 174
2022
Q3 		– Sell
-793
Closed -$204K – 208
2022
Q2 		$204K Buy
+793
New +$199K 0.05% 164
2022
Q1 		– Sell
-1,028
Closed -$302K – 214
2021
Q4 		$302K Buy
1,028
+200
+24% +$54.6K 0.06% 162
2021
Q3 		$221K Buy
+828
New +$236K 0.05% 167
2020
Q4 		– Sell
-1,929
Closed -$468K – 186
2020
Q3 		$468K Buy
1,929
+15
+0.8% +$3.8K 0.26% 81
2020
Q2 		$497K Hold
1,914
– – 0.3% 82
2020
Q1 		$417K Sell
1,914
-32
-2% -$7.45K 0.27% 89
2019
Q4 		$449K Sell
1,946
-81
-4% -$17.6K 0.18% 106
2019
Q3 		$450K Hold
2,027
– – 0.19% 99
2019
Q2 		$416K Sell
2,027
-1,240
-38% -$249K 0.23% 89
2019
Q1 		$644K Hold
3,267
– – 0.33% 78
2018
Q4 		$520K Buy
3,267
+1,419
+77% +$222K 0.29% 85
2018
Q3 		$270K Buy
1,848
+205
+12% +$30.1K 0.13% 126
2018
Q2 		$238K Sell
1,643
-185
-10% -$25.7K 0.12% 130
2018
Q1 		$266K Sell
1,828
-890
-33% -$125K 0.12% 141
2017
Q4 		$390K Buy
+2,718
New +$388K 0.18% 108

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

Biltmore Family Office's AMT Position: Q2 2026 in Review

Biltmore Family Office reduced its American Tower (AMT) stake by 2.3% in Q2 2026, selling an estimated $5.4K and leaving 1,284 shares worth $212K. The position accounts for 0.03% of the portfolio, ranked #249.

Biltmore Family Office first reported a position in AMT in Q4 2017 and has held it in 21 quarters since. The position peaked at $644K in Q1 2019. 1,754 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Biltmore Family Office held 1,284 shares of American Tower worth $212K as of Q2 2026.
  • Biltmore Family Office sold 30 American Tower shares in Q2 2026, an estimated $5.4K.
  • American Tower made up 0.03% of Biltmore Family Office's portfolio in Q2 2026, its #249 holding.
  • Biltmore Family Office first reported a position in American Tower in Q4 2017 and has held it in 21 quarters since.
  • Biltmore Family Office's American Tower position peaked at $644K in Q1 2019.
  • 1,754 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.