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Capital Advisors Ltd’s American Tower AMT Stock Holding History

Capital Advisors Ltd’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 		$109K Sell
667
-114
-15% -$20.5K 0.01% 377
2026
Q1 		$135K Buy
781
+26
+3% +$4.68K 0.02% 339
2025
Q4 		$133K Sell
755
-764
-50% -$139K 0.02% 326
2025
Q3 		$292K Hold
1,519
– – 0.03% 237
2025
Q2 		$336K Hold
1,519
– – 0.04% 210
2025
Q1 		$331K Buy
1,519
+96
+7% +$18.8K 0.04% 205
2024
Q4 		$261K Sell
1,423
-103
-7% -$21.3K 0.03% 238
2024
Q3 		$355K Buy
1,526
+19
+1% +$4.21K 0.04% 198
2024
Q2 		$293K Buy
1,507
+27
+2% +$5.05K 0.04% 215
2024
Q1 		$293K Buy
1,480
+28
+2% +$5.58K 0.04% 221
2023
Q4 		$313K Buy
1,452
+97
+7% +$18.3K 0.04% 207
2023
Q3 		$223K Sell
1,355
-3
-0.2% -$548 0.03% 237
2023
Q2 		$263K Buy
1,358
+400
+42% +$78.2K 0.04% 225
2023
Q1 		$196K Sell
958
-616
-39% -$129K 0.03% 241
2022
Q4 		$228K Buy
1,574
+634
+67% +$132K 0.04% 213
2022
Q3 		$202K Buy
940
+36
+4% +$9.25K 0.04% 226
2022
Q2 		$231K Buy
904
+137
+18% +$34.4K 0.04% 205
2022
Q1 		$193K Buy
767
+338
+79% +$82.5K 0.03% 231
2021
Q4 		$125K Buy
+429
New +$117K 0.02% 282
2019
Q3 		– Sell
-84
Closed -$17K – 402
2019
Q2 		$17K Buy
+84
New +$16.9K ﹤0.01% 345

Other funds holding AMT

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Capital Advisors Ltd's AMT Position: Q2 2026 in Review

Capital Advisors Ltd reduced its American Tower (AMT) stake by 15% in Q2 2026, selling an estimated $20.5K and leaving 667 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #377.

Capital Advisors Ltd first reported a position in AMT in Q2 2019 and has held it in 20 quarters since. The position peaked at $355K in Q3 2024. 306 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Capital Advisors Ltd held 667 shares of American Tower worth $109K as of Q2 2026.
  • Capital Advisors Ltd sold 114 American Tower shares in Q2 2026, an estimated $20.5K.
  • American Tower made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #377 holding.
  • Capital Advisors Ltd first reported a position in American Tower in Q2 2019 and has held it in 20 quarters since.
  • Capital Advisors Ltd's American Tower position peaked at $355K in Q3 2024.
  • 306 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.