BLB&B Advisors’s American Tower AMT Stock Holding History

BLB&B 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
2025 Q4	–	Sell	-1,145	Closed	-$220K	–	277
2025 Q3	$220K	Hold	1,145	–	–	0.01%	262
2025 Q2	$253K	Sell	1,145 -63	-5%	-$13.6K	0.01%	241
2025 Q1	$263K	Sell	1,208 -174	-13%	-$34.1K	0.01%	239
2024 Q4	$254K	Sell	1,382 -431	-24%	-$89.3K	0.01%	236
2024 Q3	$422K	Buy	1,813 +89	+5%	+$19.7K	0.02%	190
2024 Q2	$335K	Sell	1,724 -360	-17%	-$67.3K	0.02%	211
2024 Q1	$412K	Sell	2,084 -1,284	-38%	-$256K	0.02%	194
2023 Q4	$727K	Sell	3,368 -36,796	-92%	-$6.95M	0.05%	140
2023 Q3	$6.6M	Buy	40,164 +2,387	+6%	+$436K	0.47%	49
2023 Q2	$7.33M	Buy	37,777 +290	+0.8%	+$56.7K	0.51%	50
2023 Q1	$7.66M	Buy	37,487 +826	+2%	+$173K	0.57%	46
2022 Q4	$7.77M	Sell	36,661 -1,106	-3%	-$230K	0.6%	48
2022 Q3	$8.11M	Buy	37,767 +595	+2%	+$153K	0.67%	37
2022 Q2	$9.5M	Buy	37,172 +759	+2%	+$190K	0.75%	37
2022 Q1	$9.15M	Buy	36,413 +2,020	+6%	+$493K	0.62%	44
2021 Q4	$10.1M	Sell	34,393 -299	-0.9%	-$81.7K	0.65%	45
2021 Q3	$9.21M	Buy	34,692 +1,578	+5%	+$450K	0.61%	46
2021 Q2	$8.95M	Buy	33,114 +192	+0.6%	+$48.9K	0.65%	43
2021 Q1	$7.87M	Buy	32,922 +1,075	+3%	+$239K	0.62%	48
2020 Q4	$7.15M	Buy	31,847 +5,959	+23%	+$1.39M	0.58%	51
2020 Q3	$6.26M	Buy	25,888 +3,349	+15%	+$849K	0.63%	48
2020 Q2	$5.83M	Buy	22,539 +1,399	+7%	+$346K	0.63%	48
2020 Q1	$4.6M	Buy	21,140 +1,065	+5%	+$248K	0.6%	52
2019 Q4	$4.61M	Buy	20,075 +1,824	+10%	+$397K	0.48%	56
2019 Q3	$4.04M	Buy	18,251 +2,043	+13%	+$446K	0.45%	60
2019 Q2	$3.31M	Buy	16,208 +1,957	+14%	+$393K	0.38%	72
2019 Q1	$2.81M	Buy	14,251 +588	+4%	+$103K	0.33%	81
2018 Q4	$2.16M	Buy	13,663 +1,245	+10%	+$195K	0.3%	87
2018 Q3	$1.8M	Buy	12,418 +2,532	+26%	+$371K	0.22%	101
2018 Q2	$1.43M	Buy	9,886 +947	+11%	+$132K	0.19%	107
2018 Q1	$1.3M	Buy	8,939 +1,904	+27%	+$268K	0.17%	115
2017 Q4	$1M	Buy	7,035 +620	+10%	+$88.5K	0.14%	131
2017 Q3	$877K	Buy	6,415 +45	+0.7%	+$6.26K	0.14%	135
2017 Q2	$843K	Buy	6,370 +715	+13%	+$91.6K	0.14%	138
2017 Q1	$687K	Buy	5,655 +1,220	+28%	+$134K	0.12%	150
2016 Q4	$469K	Buy	+4,435	New	+$482K	0.08%	185
2015 Q2	–	Sell	-2,445	Closed	-$230K	–	281
2015 Q1	$230K	Sell	2,445 -2,125	-46%	-$207K	0.05%	243
2014 Q4	$452K	Hold	4,570	–	–	0.1%	169
2014 Q3	$428K	Sell	4,570 -200	-4%	-$19K	0.09%	186
2014 Q2	$429K	Sell	4,770 -710	-13%	-$61.4K	0.09%	191
2014 Q1	$449K	Buy	+5,480	New	+$446K	0.1%	183

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

BLB&B Advisors's AMT Position: Q4 2025 in Review

BLB&B Advisors sold out of American Tower (AMT) in Q4 2025, closing a stake of 1,145 shares — an estimated $220K sold.

BLB&B Advisors first reported a position in AMT in Q1 2014 and held it in 41 quarters. The position peaked at $10.1M in Q4 2021. 1,778 funds tracked by Wall St. Rank hold AMT as of Q4 2025.

BLB&B Advisors reported no remaining American Tower position as of Q4 2025 after selling out during the quarter.
BLB&B Advisors sold 1,145 American Tower shares in Q4 2025, an estimated $220K.
BLB&B Advisors first reported a position in American Tower in Q1 2014 and held it in 41 quarters.
BLB&B Advisors's American Tower position peaked at $10.1M in Q4 2021.
1,778 funds tracked by Wall St. Rank held American Tower as of Q4 2025.

Based on BLB&B Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.