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Caerus Investment Advisors’s American Tower AMT Stock Holding History

Caerus Investment 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 		$230K Buy
+1,404
New +$253K 0.08% 272
2026
Q1 		– Sell
-2,895
Closed -$508K – 289
2025
Q4 		$508K Buy
+2,895
New +$527K 0.16% 142

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

Caerus Investment Advisors's AMT Position: Q2 2026 in Review

Caerus Investment Advisors opened a new position in American Tower (AMT) in Q2 2026: 1,404 shares worth $230K. The stake represents 0.08% of the portfolio and ranks #272 among its holdings. This is a return to the name: Caerus Investment Advisors previously reported a position in AMT as recently as Q4 2025.

Caerus Investment Advisors first reported a position in AMT in Q4 2025 and has held it in 2 quarters since. The position peaked at $508K in Q4 2025. 1,754 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Caerus Investment Advisors held 1,404 shares of American Tower worth $230K as of Q2 2026.
  • American Tower was a new Caerus Investment Advisors position in Q2 2026.
  • American Tower made up 0.08% of Caerus Investment Advisors's portfolio in Q2 2026, its #272 holding.
  • Caerus Investment Advisors first reported a position in American Tower in Q4 2025 and has held it in 2 quarters since.
  • Caerus Investment Advisors's American Tower position peaked at $508K in Q4 2025.
  • 1,754 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.