Copeland Capital Management’s American Tower AMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$136K Sell
790
-209
-21% -$37.6K ﹤0.01% 166
2025
Q4
$175K Hold
999
﹤0.01% 160
2025
Q3
$192K Hold
999
﹤0.01% 157
2025
Q2
$221K Sell
999
-439
-31% -$94.8K ﹤0.01% 147
2025
Q1
$313K Hold
1,438
0.01% 135
2024
Q4
$264K Hold
1,438
﹤0.01% 141
2024
Q3
$334K Hold
1,438
0.01% 136
2024
Q2
$280K Hold
1,438
0.01% 139
2024
Q1
$284K Sell
1,438
-7
-0.5% -$1.39K 0.01% 135
2023
Q4
$312K Sell
1,445
-51
-3% -$9.64K 0.01% 125
2023
Q3
$246K Sell
1,496
-1,026
-41% -$187K 0.01% 134
2023
Q2
$489K Sell
2,522
-253
-9% -$49.5K 0.01% 130
2023
Q1
$567K Hold
2,775
0.01% 127
2022
Q4
$588K Sell
2,775
-995
-26% -$207K 0.02% 130
2022
Q3
$809K Sell
3,770
-30,290
-89% -$7.78M 0.03% 125
2022
Q2
$8.71M Sell
34,060
-10,776
-24% -$2.7M 0.28% 96
2022
Q1
$11.3M Buy
44,836
+136
+0.3% +$33.2K 0.31% 90
2021
Q4
$13.1M Buy
44,700
+676
+2% +$185K 0.34% 89
2021
Q3
$11.7M Buy
44,024
+15,504
+54% +$4.42M 0.33% 90
2021
Q2
$7.7M Buy
28,520
+480
+2% +$122K 0.23% 90
2021
Q1
$6.7M Buy
28,040
+2,191
+8% +$488K 0.21% 90
2020
Q4
$5.8M Sell
25,849
-82
-0.3% -$19.1K 0.23% 90
2020
Q3
$6.27M Sell
25,931
-644
-2% -$163K 0.28% 80
2020
Q2
$6.87M Sell
26,575
-289
-1% -$71.5K 0.35% 77
2020
Q1
$5.85M Buy
26,864
+2,561
+11% +$596K 0.36% 76
2019
Q4
$5.59M Sell
24,303
-722
-3% -$157K 0.24% 89
2019
Q3
$5.53M Sell
25,025
-263
-1% -$57.4K 0.28% 88
2019
Q2
$5.17M Buy
25,288
+106
+0.4% +$21.3K 0.29% 82
2019
Q1
$4.96M Sell
25,182
-20,758
-45% -$3.64M 0.32% 81
2018
Q4
$7.27M Buy
45,940
+112
+0.2% +$17.5K 0.52% 68
2018
Q3
$6.66M Sell
45,828
-217
-0.5% -$31.8K 0.4% 103
2018
Q2
$6.64M Sell
46,045
-913
-2% -$127K 0.39% 95
2018
Q1
$6.82M Sell
46,958
-1,192
-2% -$168K 0.44% 90
2017
Q4
$6.87M Sell
48,150
-1,338
-3% -$191K 0.44% 92
2017
Q3
$6.76M Sell
49,488
-13,914
-22% -$1.94M 0.46% 83
2017
Q2
$8.39M Sell
63,402
-17,949
-22% -$2.3M 0.55% 82
2017
Q1
$9.41M Buy
81,351
+10,142
+14% +$1.12M 0.65% 71
2016
Q4
$7.53M Buy
71,209
+45,403
+176% +$4.93M 0.49% 80
2016
Q3
$2.92M Sell
25,806
-1,265
-5% -$145K 0.19% 111
2016
Q2
$3.08M Sell
27,071
-1,173
-4% -$125K 0.21% 103
2016
Q1
$2.89M Buy
28,244
+402
+1% +$37.6K 0.2% 106
2015
Q4
$2.7M Buy
27,842
+1,416
+5% +$138K 0.15% 112
2015
Q3
$2.33M Sell
26,426
-154,871
-85% -$14.6M 0.14% 105
2015
Q2
$16.9M Buy
181,297
+156,883
+643% +$14.8M 0.87% 48
2015
Q1
$2.3M Buy
24,414
+593
+2% +$57.7K 0.15% 102
2014
Q4
$2.35M Buy
23,821
+8,802
+59% +$865K 0.17% 97
2014
Q3
$1.41M Buy
15,019
+239
+2% +$22.7K 0.14% 64
2014
Q2
$1.33M Buy
14,780
+140
+1% +$12.1K 0.15% 64
2014
Q1
$1.2M Sell
14,640
-2,327
-14% -$190K 0.15% 68
2013
Q4
$1.35M Buy
16,967
+596
+4% +$46.3K 0.18% 68
2013
Q3
$1.21M Buy
+16,371
New +$1.18M 0.19% 64

Other funds holding AMT

Copeland Capital Management's AMT Position: Q1 2026 in Review

Copeland Capital Management reduced its American Tower (AMT) stake by 21% in Q1 2026, selling an estimated $37.6K and leaving 790 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #166.

Copeland Capital Management first reported a position in AMT in Q3 2013 and has held it in 51 quarters since. The position peaked at $16.9M in Q2 2015. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Copeland Capital Management held 790 shares of American Tower worth $136K as of Q1 2026.
  • Copeland Capital Management sold 209 American Tower shares in Q1 2026, an estimated $37.6K.
  • American Tower made up ﹤0.01% of Copeland Capital Management's portfolio in Q1 2026, its #166 holding.
  • Copeland Capital Management first reported a position in American Tower in Q3 2013 and has held it in 51 quarters since.
  • Copeland Capital Management's American Tower position peaked at $16.9M in Q2 2015.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Copeland Capital Management's 13F filing for Q1 2026, filed 6 May 2026.