Cornerstone Planning Group
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Cornerstone Planning Group’s American Tower AMT Stock Holding History

Cornerstone Planning 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
2026
Q3 		– Sell
-202
Closed -$33.6K – 250
2026
Q2 		$33.6K Sell
202
-59
-23% -$10.6K ﹤0.01% 509
2026
Q1 		$46.3K Buy
261
+45
+21% +$8.1K 0.01% 418
2025
Q4 		$38.3K Sell
216
-35
-14% -$6.37K 0.01% 410
2025
Q3 		$45K Buy
251
+141
+128% +$29.4K 0.01% 370
2025
Q2 		$23K Buy
110
+18
+20% +$3.89K ﹤0.01% 389
2025
Q1 		$19.6K Buy
92
+71
+338% +$13.9K ﹤0.01% 420
2024
Q4 		$4.03K Sell
21
-4
-16% -$829 ﹤0.01% 625
2024
Q3 		$5.32K Buy
25
+4
+19% +$887 ﹤0.01% 556
2024
Q2 		$4.75K Buy
21
+13
+163% +$2.43K ﹤0.01% 593
2024
Q1 		$1.45K Buy
8
+5
+167% +$996 ﹤0.01% 714
2023
Q4 		$648 Sell
3
-42
-93% -$7.94K ﹤0.01% 757
2023
Q3 		$7.4K Hold
45
– – ﹤0.01% 478
2023
Q2 		$8.73K Buy
+45
New +$8.8K ﹤0.01% 718
2022
Q4 		$2.9K Buy
+13
New +$2.71K ﹤0.01% 1088

Other funds holding AMT

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Cornerstone Planning Group's AMT Position: Q3 2026 in Review

Cornerstone Planning Group sold out of American Tower (AMT) in Q3 2026, closing a stake of 202 shares — an estimated $33.6K sold.

Cornerstone Planning Group first reported a position in AMT in Q4 2022 and held it in 14 quarters. The position peaked at $46.3K in Q1 2026. 437 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • Cornerstone Planning Group reported no remaining American Tower position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 202 American Tower shares in Q3 2026, an estimated $33.6K.
  • Cornerstone Planning Group first reported a position in American Tower in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's American Tower position peaked at $46.3K in Q1 2026.
  • 437 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.