Capital Square
AMT icon

Capital Square’s American Tower AMT Stock Holding History

Capital Square’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
Q3 		$330K Sell
2,015
-160
-7% -$27.5K 0.15% 145
2026
Q2 		$367K Sell
2,175
-520
-19% -$93.6K 0.16% 141
2026
Q1 		$480K Sell
2,695
-255
-9% -$45.9K 0.22% 103
2025
Q4 		$518K Sell
2,950
-7,129
-71% -$1.3M 0.26% 91
2025
Q3 		$1.94M Sell
10,079
-1,372
-12% -$286K 0.99% 27
2025
Q2 		$2.51M Sell
11,451
-471
-4% -$102K 1.34% 16
2025
Q1 		$2.59M Sell
11,922
-137
-1% -$26.9K 1.52% 13
2024
Q4 		$2.23M Sell
12,059
-3,553
-23% -$736K 1.27% 16
2024
Q3 		$3.63M Sell
15,612
-881
-5% -$195K 2.2% 5
2024
Q2 		$3.45M Sell
16,493
-94
-0.6% -$17.6K 2.25% 5
2024
Q1 		$3.28M Sell
16,587
-119
-0.7% -$23.7K 2.31% 5
2023
Q4 		$3.61M Buy
16,706
+461
+3% +$87.1K 4.08% 1
2023
Q3 		$2.64M Sell
16,245
-742
-4% -$136K 3.56% 4
2023
Q2 		$3.29M Sell
16,987
-23
-0.1% -$4.5K 3.05% 2
2023
Q1 		$3.52M Sell
17,010
-132
-0.8% -$27.7K 3.25% 2
2022
Q4 		$3.63M Sell
17,142
-2,184
-11% -$455K 3.28% 2
2022
Q3 		$4.15M Sell
19,326
-170
-0.9% -$43.7K 3.77% 3
2022
Q2 		$4.98M Buy
19,496
+1,163
+6% +$292K 4.14% 3
2022
Q1 		$4.6M Buy
18,333
+4,432
+32% +$1.08M 3.28% 3
2021
Q4 		$3.68M Buy
13,901
+2,213
+19% +$605K 2.54% 4
2021
Q3 		$3.12M Sell
11,688
-375
-3% -$107K 2.21% 7
2021
Q2 		$3.38M Sell
12,063
-69
-0.6% -$17.6K 2.49% 5
2021
Q1 		$2.92M Buy
12,132
+6,521
+116% +$1.45M 2.17% 12
2020
Q4 		$1.26M Buy
+5,611
New +$1.3M 1.05% 26
2020
Q2 		– Sell
-632
Closed -$138K – 144
2020
Q1 		$138K Buy
+632
New +$147K 0.16% 135

Other funds holding AMT

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Capital Square's AMT Position: Q3 2026 in Review

Capital Square reduced its American Tower (AMT) stake by 7.4% in Q3 2026, selling an estimated $27.5K and leaving 2,015 shares worth $330K. The position accounts for 0.15% of the portfolio, ranked #145.

Capital Square first reported a position in AMT in Q1 2020 and has held it in 25 quarters since. The position peaked at $4.98M in Q2 2022. 571 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • Capital Square held 2,015 shares of American Tower worth $330K as of Q3 2026.
  • Capital Square sold 160 American Tower shares in Q3 2026, an estimated $27.5K.
  • American Tower made up 0.15% of Capital Square's portfolio in Q3 2026, its #145 holding.
  • Capital Square first reported a position in American Tower in Q1 2020 and has held it in 25 quarters since.
  • Capital Square's American Tower position peaked at $4.98M in Q2 2022.
  • 571 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.