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Callan Family Office’s American Tower AMT Stock Holding History

Callan 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 		$1.56M Sell
9,561
-7,697
-45% -$1.39M 0.03% 468
2026
Q1 		$2.98M Sell
17,258
-1,554
-8% -$280K 0.07% 274
2025
Q4 		$3.3M Buy
18,812
+1,091
+6% +$199K 0.07% 251
2025
Q3 		$3.41M Sell
17,721
-1,063
-6% -$221K 0.11% 194
2025
Q2 		$4.15M Buy
18,784
+15,574
+485% +$3.36M 0.13% 174
2025
Q1 		$698K Sell
3,210
-9,607
-75% -$1.88M 0.05% 260
2024
Q4 		$2.35M Buy
+12,817
New +$2.66M 0.15% 128

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 $3.38T AUM 44.17% 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

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

Callan Family Office reduced its American Tower (AMT) stake by 45% in Q2 2026, selling an estimated $1.39M and leaving 9,561 shares worth $1.56M. The position accounts for 0.03% of the portfolio, ranked #468.

Callan Family Office first reported a position in AMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.15M in Q2 2025. 1,758 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Callan Family Office held 9,561 shares of American Tower worth $1.56M as of Q2 2026.
  • Callan Family Office sold 7,697 American Tower shares in Q2 2026, an estimated $1.39M.
  • American Tower made up 0.03% of Callan Family Office's portfolio in Q2 2026, its #468 holding.
  • Callan Family Office first reported a position in American Tower in Q4 2024 and has held it in 7 quarters since.
  • Callan Family Office's American Tower position peaked at $4.15M in Q2 2025.
  • 1,758 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.