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Cape Investment Advisory’s American Tower AMT Stock Holding History

Cape Investment Advisory’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 		$195K Sell
1,191
-126
-10% -$22.7K 0.05% 229
2026
Q1 		$227K Sell
1,317
-16
-1% -$2.88K 0.08% 209
2025
Q4 		$234K Buy
1,333
+267
+25% +$48.6K 0.07% 192
2025
Q3 		$205K Buy
1,066
+47
+5% +$9.79K 0.2% 111
2025
Q2 		$225K Hold
1,019
– – 0.08% 175
2025
Q1 		$222K Sell
1,019
-38
-4% -$7.46K 0.09% 168
2024
Q4 		$194K Buy
1,057
+7
+0.7% +$1.45K 0.08% 173
2024
Q3 		$244K Hold
1,050
– – 0.1% 150
2024
Q2 		$204K Buy
1,050
+402
+62% +$75.1K 0.09% 151
2024
Q1 		$128K Buy
648
+324
+100% +$64.5K 0.06% 193
2023
Q4 		$69.9K Buy
+324
New +$61.2K 0.03% 287
2023
Q2 		– Sell
-80
Closed -$16.3K – 915
2023
Q1 		$16.3K Buy
+80
New +$16.8K 0.01% 455

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

Cape Investment Advisory's AMT Position: Q2 2026 in Review

Cape Investment Advisory reduced its American Tower (AMT) stake by 9.6% in Q2 2026, selling an estimated $22.7K and leaving 1,191 shares worth $195K. The position accounts for 0.05% of the portfolio, ranked #229.

Cape Investment Advisory first reported a position in AMT in Q1 2023 and has held it in 12 quarters since. The position peaked at $244K in Q3 2024. 1,758 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Cape Investment Advisory held 1,191 shares of American Tower worth $195K as of Q2 2026.
  • Cape Investment Advisory sold 126 American Tower shares in Q2 2026, an estimated $22.7K.
  • American Tower made up 0.05% of Cape Investment Advisory's portfolio in Q2 2026, its #229 holding.
  • Cape Investment Advisory first reported a position in American Tower in Q1 2023 and has held it in 12 quarters since.
  • Cape Investment Advisory's American Tower position peaked at $244K in Q3 2024.
  • 1,758 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.