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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
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 		$4.61M 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

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

Capital Square's AMT Position: Q2 2026 in Review

Capital Square reduced its American Tower (AMT) stake by 19% in Q2 2026, selling an estimated $93.6K and leaving 2,175 shares worth $367K. The position accounts for 0.16% of the portfolio, ranked #141.

Capital Square first reported a position in AMT in Q1 2020 and has held it in 24 quarters since. The position peaked at $4.98M in Q2 2022. 1,752 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Capital Square held 2,175 shares of American Tower worth $367K as of Q2 2026.
  • Capital Square sold 520 American Tower shares in Q2 2026, an estimated $93.6K.
  • American Tower made up 0.16% of Capital Square's portfolio in Q2 2026, its #141 holding.
  • Capital Square first reported a position in American Tower in Q1 2020 and has held it in 24 quarters since.
  • Capital Square's American Tower position peaked at $4.98M in Q2 2022.
  • 1,752 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Capital Square's 13F filing for Q2 2026, filed 13 Aug 2026.