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Castle Rock Wealth Management’s American Tower AMT Stock Holding History

Castle Rock Wealth Management’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 		– Sell
-1,178
Closed -$205K – 269
2026
Q1 		$205K Sell
1,178
-10
-0.8% -$1.8K 0.04% 258
2025
Q4 		$204K Sell
1,188
-1,001
-46% -$182K 0.04% 259
2025
Q3 		$419K Sell
2,189
-3
-0.1% -$625 0.09% 174
2025
Q2 		$499K Buy
2,192
+26
+1% +$5.61K 0.12% 154
2025
Q1 		$473K Sell
2,166
-47
-2% -$9.22K 0.13% 149
2024
Q4 		$419K Sell
2,213
-1
-0% -$207 0.1% 159
2024
Q3 		$494K Sell
2,214
-36
-2% -$7.98K 0.12% 155
2024
Q2 		$437K Buy
2,250
+8
+0.4% +$1.5K 0.11% 159
2024
Q1 		$396K Hold
2,242
– – 0.11% 164
2023
Q4 		$480K Sell
2,242
-24
-1% -$4.54K 0.15% 147
2023
Q3 		$362K Buy
2,266
+1
+0% +$183 0.12% 153
2023
Q2 		$449K Hold
2,265
– – 0.15% 134
2023
Q1 		$438K Buy
2,265
+2
+0.1% +$420 0.16% 134
2022
Q4 		$500K Buy
2,263
+1
+0% +$208 0.22% 121
2022
Q3 		$428K Buy
2,262
+1
+0% +$257 0.22% 120
2022
Q2 		$581K Sell
2,261
-20
-0.9% -$5.02K 0.3% 94
2022
Q1 		$590K Hold
2,281
– – 0.27% 110
2021
Q4 		$558K Buy
2,281
+1
+0% +$273 0.23% 126
2021
Q3 		$635K Buy
2,280
+1
+0% +$285 0.22% 130
2021
Q2 		$627K Buy
2,279
+154
+7% +$39.2K 0.23% 127
2021
Q1 		$535K Hold
2,125
– – 0.22% 150
2020
Q4 		$476K Buy
+2,125
New +$494K 0.2% 149
2020
Q3 		– Sell
-2,100
Closed -$546K – 164
2020
Q2 		$546K Hold
2,100
– – 0.32% 107
2020
Q1 		$482K Sell
2,100
-100
-5% -$23.3K 0.42% 64
2019
Q4 		$559K Hold
2,200
– – 0.5% 81
2019
Q3 		$456K Buy
+2,200
New +$480K 0.47% 79

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

Castle Rock Wealth Management's AMT Position: Q2 2026 in Review

Castle Rock Wealth Management sold out of American Tower (AMT) in Q2 2026, closing a stake of 1,178 shares — an estimated $205K sold.

Castle Rock Wealth Management first reported a position in AMT in Q3 2019 and held it in 26 quarters. The position peaked at $635K in Q3 2021. 322 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Castle Rock Wealth Management reported no remaining American Tower position as of Q2 2026 after selling out during the quarter.
  • Castle Rock Wealth Management sold 1,178 American Tower shares in Q2 2026, an estimated $205K.
  • Castle Rock Wealth Management first reported a position in American Tower in Q3 2019 and held it in 26 quarters.
  • Castle Rock Wealth Management's American Tower position peaked at $635K in Q3 2021.
  • 322 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.