Caprock Group’s American Tower AMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$246K Sell
1,422
-2,932
-67% -$528K 0.01% 981
2025
Q4
$772K Sell
4,354
-11,063
-72% -$2.01M 0.02% 681
2025
Q3
$3.14M Buy
+15,417
New +$3.21M 0.08% 224
2025
Q1
$3.03M Buy
13,910
+860
+7% +$169K 0.09% 194
2024
Q4
$2.41M Buy
13,050
+1,999
+18% +$414K 0.08% 226
2024
Q3
$2.57M Buy
11,051
+3,524
+47% +$781K 0.09% 185
2024
Q2
$1.48M Buy
7,527
+569
+8% +$106K 0.06% 283
2024
Q1
$1.37M Buy
6,958
+759
+12% +$151K 0.08% 195
2023
Q4
$1.35M Sell
6,199
-314
-5% -$59.3K 0.09% 191
2023
Q3
$1.07M Buy
6,513
+743
+13% +$136K 0.08% 197
2023
Q2
$1.13M Buy
5,770
+418
+8% +$81.7K 0.08% 193
2023
Q1
$1.09M Buy
5,352
+324
+6% +$68K 0.08% 184
2022
Q4
$1.07M Buy
5,028
+870
+21% +$181K 0.1% 158
2022
Q3
$893K Sell
4,158
-241
-5% -$61.9K 0.09% 170
2022
Q2
$1.13M Buy
4,399
+731
+20% +$183K 0.11% 143
2022
Q1
$922K Buy
3,668
+17
+0.5% +$4.15K 0.09% 187
2021
Q4
$1.07M Buy
3,651
+517
+16% +$141K 0.09% 160
2021
Q3
$836K Sell
3,134
-728
-19% -$208K 0.07% 186
2021
Q2
$1.05M Buy
3,862
+812
+27% +$207K 0.1% 158
2021
Q1
$729K Buy
3,050
+354
+13% +$78.8K 0.08% 184
2020
Q4
$608K Sell
2,696
-768
-22% -$179K 0.07% 207
2020
Q3
$841K Buy
3,464
+863
+33% +$219K 0.12% 139
2020
Q2
$675K Buy
2,601
+413
+19% +$102K 0.1% 156
2020
Q1
$476K Buy
2,188
+244
+13% +$56.8K 0.09% 158
2019
Q4
$449K Buy
1,944
+327
+20% +$71.2K 0.08% 181
2019
Q3
$359K Buy
1,617
+93
+6% +$20.3K 0.07% 206
2019
Q2
$313K Sell
1,524
-931
-38% -$187K 0.06% 233
2019
Q1
$484K Sell
2,455
-314
-11% -$55.1K 0.09% 180
2018
Q4
$440K Buy
2,769
+70
+3% +$10.9K 0.1% 177
2018
Q3
$394K Sell
2,699
-102
-4% -$15K 0.08% 208
2018
Q2
$406K Buy
2,801
+108
+4% +$15K 0.09% 220
2018
Q1
$391K Buy
2,693
+341
+14% +$48K 0.08% 220
2017
Q4
$313K Buy
2,352
+379
+19% +$54.1K 0.06% 288
2017
Q3
$271K Buy
+1,973
New +$275K 0.06% 317
2016
Q4
Sell
-2,332
Closed -$264K 344
2016
Q3
$264K Buy
2,332
+103
+5% +$11.8K 0.06% 275
2016
Q2
$253K Hold
2,229
0.06% 233
2016
Q1
$228K Buy
+2,229
New +$208K 0.05% 283

Other funds holding AMT

Caprock Group's AMT Position: Q1 2026 in Review

Caprock Group reduced its American Tower (AMT) stake by 67% in Q1 2026, selling an estimated $528K and leaving 1,422 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #981.

Caprock Group first reported a position in AMT in Q1 2016 and has held it in 37 quarters since. The position peaked at $3.14M in Q3 2025. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Caprock Group held 1,422 shares of American Tower worth $246K as of Q1 2026.
  • Caprock Group sold 2,932 American Tower shares in Q1 2026, an estimated $528K.
  • American Tower made up 0.01% of Caprock Group's portfolio in Q1 2026, its #981 holding.
  • Caprock Group first reported a position in American Tower in Q1 2016 and has held it in 37 quarters since.
  • Caprock Group's American Tower position peaked at $3.14M in Q3 2025.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.