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Concurrent Investment Advisors’s American Tower AMT Stock Holding History

Concurrent Investment 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 		$1.43M Buy
8,758
+483
+6% +$86.9K 0.01% 848
2026
Q1 		$1.43M Buy
8,275
+2,624
+46% +$472K 0.02% 728
2025
Q4 		$992K Buy
5,651
+2,307
+69% +$420K 0.01% 835
2025
Q3 		$643K Sell
3,344
-355
-10% -$74K 0.01% 812
2025
Q2 		$817K Buy
3,699
+273
+8% +$58.9K 0.02% 662
2025
Q1 		$746K Sell
3,426
-2,002
-37% -$393K 0.02% 624
2024
Q4 		$995K Sell
5,428
-2,347
-30% -$486K 0.03% 486
2024
Q3 		$1.81M Sell
7,775
-48
-0.6% -$10.6K 0.05% 339
2024
Q2 		$1.52M Buy
7,823
+4,478
+134% +$837K 0.05% 343
2024
Q1 		$661K Sell
3,345
-147
-4% -$29.3K 0.03% 476
2023
Q4 		$754K Buy
+3,492
New +$660K 0.04% 390

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Concurrent Investment Advisors's AMT Position: Q2 2026 in Review

Concurrent Investment Advisors increased its American Tower (AMT) stake by 5.8% in Q2 2026, buying an estimated $86.9K and bringing the position to 8,758 shares worth $1.43M. The position accounts for 0.01% of the portfolio, ranked #848.

Concurrent Investment Advisors first reported a position in AMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.81M in Q3 2024. 533 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Concurrent Investment Advisors held 8,758 shares of American Tower worth $1.43M as of Q2 2026.
  • Concurrent Investment Advisors bought 483 American Tower shares in Q2 2026, an estimated $86.9K.
  • American Tower made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #848 holding.
  • Concurrent Investment Advisors first reported a position in American Tower in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's American Tower position peaked at $1.81M in Q3 2024.
  • 533 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.