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Consolidated Planning Corp’s American Tower AMT Stock Holding History

Consolidated Planning Corp’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
2025
Q3 		– Sell
-1,048
Closed -$232K – 196
2025
Q2 		$232K Buy
1,048
+1
+0.1% +$216 0.03% 179
2025
Q1 		$228K Sell
1,047
-73
-7% -$14.3K 0.03% 174
2024
Q4 		$205K Sell
1,120
-47
-4% -$9.74K 0.03% 193
2024
Q3 		$271K Buy
1,167
+39
+3% +$8.65K 0.04% 168
2024
Q2 		$219K Sell
1,128
-1
-0.1% -$187 0.04% 175
2024
Q1 		$223K Buy
1,129
+32
+3% +$6.37K 0.04% 173
2023
Q4 		$237K Buy
+1,097
New +$207K 0.04% 147
2023
Q3 		– Sell
-1,234
Closed -$239K – 157
2023
Q2 		$239K Buy
+1,234
New +$241K 0.05% 146
2021
Q4 		– Sell
-51
Closed -$14K – 85
2021
Q3 		$14K Buy
+51
New +$14.5K 0.01% 276

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Consolidated Planning Corp's AMT Position: Q3 2025 in Review

Consolidated Planning Corp sold out of American Tower (AMT) in Q3 2025, closing a stake of 1,048 shares — an estimated $232K sold.

Consolidated Planning Corp first reported a position in AMT in Q3 2021 and held it in 9 quarters. The position peaked at $271K in Q3 2024. 1,798 funds tracked by Wall St. Rank hold AMT as of Q3 2025.

  • Consolidated Planning Corp reported no remaining American Tower position as of Q3 2025 after selling out during the quarter.
  • Consolidated Planning Corp sold 1,048 American Tower shares in Q3 2025, an estimated $232K.
  • Consolidated Planning Corp first reported a position in American Tower in Q3 2021 and held it in 9 quarters.
  • Consolidated Planning Corp's American Tower position peaked at $271K in Q3 2024.
  • 1,798 funds tracked by Wall St. Rank held American Tower as of Q3 2025.

Based on Consolidated Planning Corp's 13F filing for Q3 2025, filed 27 Oct 2025.