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Cooper Financial Group’s American Tower AMT Stock Holding History

Cooper Financial Group’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
Q4 		– Sell
-1,106
Closed -$213K – 381
2025
Q3 		$213K Buy
+1,106
New +$230K 0.02% 368
2021
Q4 		– Sell
-993
Closed -$264K – 236
2021
Q3 		$264K Buy
993
+7
+0.7% +$2K 0.05% 202
2021
Q2 		$266K Sell
986
-1,700
-63% -$433K 0.05% 203
2021
Q1 		$642K Buy
2,686
+1,608
+149% +$358K 0.15% 100
2020
Q4 		$242K Buy
1,078
+72
+7% +$16.7K 0.05% 248
2020
Q3 		$243K Buy
1,006
+21
+2% +$5.32K 0.07% 171
2020
Q2 		$255K Buy
985
+1
+0.1% +$247 0.08% 157
2020
Q1 		$214K Buy
984
+3
+0.3% +$698 0.09% 136
2019
Q4 		$225K Sell
981
-37
-4% -$8.06K 0.09% 139
2019
Q3 		$225K Buy
+1,018
New +$222K 0.1% 128

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cooper Financial Group's AMT Position: Q4 2025 in Review

Cooper Financial Group sold out of American Tower (AMT) in Q4 2025, closing a stake of 1,106 shares — an estimated $213K sold.

Cooper Financial Group first reported a position in AMT in Q3 2019 and held it in 10 quarters. The position peaked at $642K in Q1 2021. 1,778 funds tracked by Wall St. Rank hold AMT as of Q4 2025.

  • Cooper Financial Group reported no remaining American Tower position as of Q4 2025 after selling out during the quarter.
  • Cooper Financial Group sold 1,106 American Tower shares in Q4 2025, an estimated $213K.
  • Cooper Financial Group first reported a position in American Tower in Q3 2019 and held it in 10 quarters.
  • Cooper Financial Group's American Tower position peaked at $642K in Q1 2021.
  • 1,778 funds tracked by Wall St. Rank held American Tower as of Q4 2025.

Based on Cooper Financial Group's 13F filing for Q4 2025, filed 8 Jan 2026.