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Cozad Asset Management’s American Tower AMT Stock Holding History

Cozad Asset Management’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
Q2 		– Sell
-1,424
Closed -$310K – 407
2025
Q1 		$310K Hold
1,424
– – 0.03% 319
2024
Q4 		$261K Hold
1,424
– – 0.02% 343
2024
Q3 		$331K Hold
1,424
– – 0.03% 311
2024
Q2 		$277K Sell
1,424
-48
-3% -$8.97K 0.03% 329
2024
Q1 		$291K Buy
1,472
+103
+8% +$20.5K 0.03% 324
2023
Q4 		$296K Sell
1,369
-189
-12% -$35.7K 0.03% 322
2023
Q3 		$256K Sell
1,558
-756
-33% -$138K 0.03% 319
2023
Q2 		$449K Sell
2,314
-15,046
-87% -$2.94M 0.06% 256
2023
Q1 		$3.55M Sell
17,360
-2,502
-13% -$525K 0.47% 58
2022
Q4 		$4.21M Buy
19,862
+4,087
+26% +$851K 0.59% 44
2022
Q3 		$3.39M Buy
15,775
+8,920
+130% +$2.29M 0.55% 49
2022
Q2 		$1.75M Buy
6,855
+5,125
+296% +$1.29M 0.27% 114
2022
Q1 		$435K Hold
1,730
– – 0.06% 246
2021
Q4 		$506K Hold
1,730
– – 0.07% 221
2021
Q3 		$459K Sell
1,730
-350
-17% -$99.8K 0.07% 221
2021
Q2 		$562K Sell
2,080
-805
-28% -$205K 0.09% 195
2021
Q1 		$690K Sell
2,885
-2,985
-51% -$665K 0.11% 178
2020
Q4 		$1.32M Sell
5,870
-16,443
-74% -$3.82M 0.24% 114
2020
Q3 		$5.39M Sell
22,313
-554
-2% -$140K 1.02% 29
2020
Q2 		$5.91M Buy
22,867
+4,732
+26% +$1.17M 1.2% 21
2020
Q1 		$3.95M Buy
18,135
+5,090
+39% +$1.18M 1.37% 17
2019
Q4 		$3M Buy
13,045
+10,490
+411% +$2.28M 0.8% 34
2019
Q3 		$565K Sell
2,555
-25
-1% -$5.46K 0.16% 132
2019
Q2 		$527K Buy
2,580
+45
+2% +$9.05K 0.15% 135
2019
Q1 		$500K Buy
2,535
+200
+9% +$35.1K 0.15% 144
2018
Q4 		$369K Hold
2,335
– – 0.13% 155
2018
Q3 		$339K Hold
2,335
– – 0.1% 166
2018
Q2 		$337K Buy
+2,335
New +$324K 0.1% 164

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cozad Asset Management's AMT Position: Q2 2025 in Review

Cozad Asset Management sold out of American Tower (AMT) in Q2 2025, closing a stake of 1,424 shares — an estimated $310K sold.

Cozad Asset Management first reported a position in AMT in Q2 2018 and held it in 28 quarters. The position peaked at $5.91M in Q2 2020. 1,847 funds tracked by Wall St. Rank hold AMT as of Q2 2025.

  • Cozad Asset Management reported no remaining American Tower position as of Q2 2025 after selling out during the quarter.
  • Cozad Asset Management sold 1,424 American Tower shares in Q2 2025, an estimated $310K.
  • Cozad Asset Management first reported a position in American Tower in Q2 2018 and held it in 28 quarters.
  • Cozad Asset Management's American Tower position peaked at $5.91M in Q2 2020.
  • 1,847 funds tracked by Wall St. Rank held American Tower as of Q2 2025.

Based on Cozad Asset Management's 13F filing for Q2 2025, filed 11 Aug 2025.