CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s American Tower AMT Stock Holding History

CAPTRUST Financial Advisors’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 		$41.8M Buy
255,660
+7,189
+3% +$1.29M 0.06% 241
2026
Q1 		$42.9M Buy
248,471
+27,733
+13% +$4.99M 0.07% 219
2025
Q4 		$38.8M Buy
220,738
+44,703
+25% +$8.13M 0.07% 214
2025
Q3 		$33.9M Sell
176,035
-8,608
-5% -$1.79M 0.07% 219
2025
Q2 		$40.8M Buy
184,643
+2,807
+2% +$606K 0.09% 192
2025
Q1 		$39.6M Buy
181,836
+111,346
+158% +$21.8M 0.1% 183
2024
Q4 		$12.9M Sell
70,490
-758
-1% -$157K 0.04% 319
2024
Q3 		$16.6M Buy
71,248
+192
+0.3% +$42.6K 0.05% 273
2024
Q2 		$13.8M Buy
71,056
+7,245
+11% +$1.35M 0.04% 289
2024
Q1 		$12.6M Buy
63,811
+218
+0.3% +$43.4K 0.05% 296
2023
Q4 		$13.7M Buy
63,593
+664
+1% +$125K 0.05% 312
2023
Q3 		$10.3M Buy
62,929
+5,766
+10% +$1.05M 0.04% 332
2023
Q2 		$11.1M Sell
57,163
-155
-0.3% -$30.3K 0.04% 311
2023
Q1 		$11.7M Buy
57,318
+516
+0.9% +$108K 0.05% 268
2022
Q4 		$12M Buy
56,802
+802
+1% +$167K 0.06% 255
2022
Q3 		$12M Buy
+56,000
New +$14.4M 0.07% 226
2020
Q1 		– Sell
-17,584
Closed -$4.04M – 1385
2019
Q4 		$4.04M Buy
+17,584
New +$3.83M 0.06% 258

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

CAPTRUST Financial Advisors's AMT Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its American Tower (AMT) stake by 2.9% in Q2 2026, buying an estimated $1.29M and bringing the position to 255,660 shares worth $41.8M. The position accounts for 0.06% of the portfolio, ranked #241.

CAPTRUST Financial Advisors first reported a position in AMT in Q4 2019 and has held it in 17 quarters since. The position peaked at $42.9M in Q1 2026. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • CAPTRUST Financial Advisors held 255,660 shares of American Tower worth $41.8M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 7,189 American Tower shares in Q2 2026, an estimated $1.29M.
  • American Tower made up 0.06% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #241 holding.
  • CAPTRUST Financial Advisors first reported a position in American Tower in Q4 2019 and has held it in 17 quarters since.
  • CAPTRUST Financial Advisors's American Tower position peaked at $42.9M in Q1 2026.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.