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Broadwater Capital’s American Tower AMT Stock Holding History

Broadwater Capital’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 		$10.8K Sell
66
-180
-73% -$32.4K 0.01% 157
2026
Q1 		$43.2K Hold
246
– – 0.03% 107
2025
Q4 		$43.2K Sell
246
-720
-75% -$131K 0.03% 107
2025
Q3 		$186K Sell
966
-212,539
-100% -$44.3M 0.14% 77
2025
Q2 		$214M Buy
213,505
+212,539
+22,002% +$45.9M 0.17% 74
2025
Q1 		$210K Hold
966
– – 0.16% 75
2024
Q4 		$177K Sell
966
-240
-20% -$49.7K 0.14% 80
2024
Q3 		$280K Hold
1,206
– – 0.21% 70
2024
Q2 		$234K Hold
1,206
– – 0.18% 72
2024
Q1 		$238K Hold
1,206
– – 0.18% 72
2023
Q4 		$260K Buy
+1,206
New +$228K 0.2% 69

Other funds holding AMT

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Broadwater Capital's AMT Position: Q2 2026 in Review

Broadwater Capital reduced its American Tower (AMT) stake by 73% in Q2 2026, selling an estimated $32.4K and leaving 66 shares worth $10.8K. The position accounts for 0.01% of the portfolio, ranked #157.

Broadwater Capital first reported a position in AMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $214M in Q2 2025. 880 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Broadwater Capital held 66 shares of American Tower worth $10.8K as of Q2 2026.
  • Broadwater Capital sold 180 American Tower shares in Q2 2026, an estimated $32.4K.
  • American Tower made up 0.01% of Broadwater Capital's portfolio in Q2 2026, its #157 holding.
  • Broadwater Capital first reported a position in American Tower in Q4 2023 and has held it in 11 quarters since.
  • Broadwater Capital's American Tower position peaked at $214M in Q2 2025.
  • 880 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.