Creative Planning
AMT icon

Creative Planning’s American Tower AMT Stock Holding History

Creative Planning’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
Q1 		$26.9M Sell
156,140
-5,736
-4% -$1.03M 0.02% 337
2025
Q4 		$28.4M Buy
161,876
+32,758
+25% +$5.96M 0.02% 296
2025
Q3 		$24.8M Buy
129,118
+36,919
+40% +$7.69M 0.02% 309
2025
Q2 		$20.4M Buy
92,199
+8,959
+11% +$1.93M 0.02% 335
2025
Q1 		$18.1M Buy
83,240
+14,374
+21% +$2.82M 0.02% 349
2024
Q4 		$12.6M Sell
68,866
-6,774
-9% -$1.4M 0.01% 389
2024
Q3 		$17.6M Buy
75,640
+4,999
+7% +$1.11M 0.02% 308
2024
Q2 		$13.7M Buy
70,641
+3,861
+6% +$722K 0.01% 334
2024
Q1 		$13.2M Buy
66,780
+4,938
+8% +$984K 0.01% 342
2023
Q4 		$13.4M Buy
61,842
+11,903
+24% +$2.25M 0.02% 325
2023
Q3 		$8.21M Sell
49,939
-3,854
-7% -$704K 0.01% 400
2023
Q2 		$10.4M Buy
53,793
+1,466
+3% +$287K 0.01% 341
2023
Q1 		$10.7M Sell
52,327
-1,967
-4% -$413K 0.02% 320
2022
Q4 		$11.5M Buy
54,294
+3,583
+7% +$746K 0.02% 318
2022
Q3 		$10.9M Sell
50,711
-2,696
-5% -$693K 0.02% 288
2022
Q2 		$13.7M Buy
53,407
+3,318
+7% +$833K 0.02% 264
2022
Q1 		$12.6M Buy
50,089
+5,618
+13% +$1.37M 0.02% 288
2021
Q4 		$13M Sell
44,471
-496
-1% -$136K 0.02% 240
2021
Q3 		$11.9M Sell
44,967
-4,061
-8% -$1.16M 0.02% 239
2021
Q2 		$13.2M Buy
49,028
+2,151
+5% +$548K 0.02% 220
2021
Q1 		$11.2M Buy
46,877
+1,080
+2% +$240K 0.02% 252
2020
Q4 		$10.3M Sell
45,797
-2,136
-4% -$497K 0.02% 251
2020
Q3 		$11.6M Buy
47,933
+344
+0.7% +$87.2K 0.03% 187
2020
Q2 		$12.3M Buy
47,589
+2,126
+5% +$526K 0.04% 170
2020
Q1 		$9.9M Sell
45,463
-4,345
-9% -$1.01M 0.04% 174
2019
Q4 		$11.4M Sell
49,808
-1,489
-3% -$324K 0.03% 171
2019
Q3 		$11.3M Buy
51,297
+5,321
+12% +$1.16M 0.04% 166
2019
Q2 		$9.4M Buy
45,976
+12,874
+39% +$2.59M 0.03% 190
2019
Q1 		$6.52M Buy
33,102
+843
+3% +$148K 0.02% 225
2018
Q4 		$5.1M Buy
32,259
+581
+2% +$90.8K 0.02% 243
2018
Q3 		$4.6M Buy
31,678
+888
+3% +$130K 0.02% 289
2018
Q2 		$4.44M Buy
30,790
+375
+1% +$52.1K 0.02% 277
2018
Q1 		$4.42M Buy
30,415
+698
+2% +$98.3K 0.02% 271
2017
Q4 		$4.24M Buy
29,717
+729
+3% +$104K 0.02% 275
2017
Q3 		$3.96M Buy
28,988
+2,195
+8% +$306K 0.02% 284
2017
Q2 		$3.54M Buy
26,793
+464
+2% +$59.4K 0.02% 286
2017
Q1 		$3.2M Sell
26,329
-775
-3% -$85.3K 0.02% 298
2016
Q4 		$2.86M Buy
27,104
+2,268
+9% +$246K 0.02% 312
2016
Q3 		$2.81M Buy
24,836
+3,427
+16% +$392K 0.02% 304
2016
Q2 		$2.43M Sell
21,409
-955
-4% -$102K 0.02% 295
2016
Q1 		$2.29M Sell
22,364
-47
-0.2% -$4.39K 0.02% 287
2015
Q4 		$2.17M Buy
22,411
+1,926
+9% +$188K 0.02% 289
2015
Q3 		$1.8M Sell
20,485
-110
-0.5% -$10.4K 0.02% 315
2015
Q2 		$1.92M Sell
20,595
-2,082
-9% -$197K 0.02% 298
2015
Q1 		$2.13M Sell
22,677
-732
-3% -$71.2K 0.02% 270
2014
Q4 		$2.31M Buy
23,409
+3,006
+15% +$295K 0.02% 244
2014
Q3 		$1.91M Buy
20,403
+6,691
+49% +$637K 0.02% 253
2014
Q2 		$1.23M Buy
13,712
+423
+3% +$36.6K 0.02% 333
2014
Q1 		$1.09M Buy
13,289
+86
+0.7% +$7.01K 0.02% 344
2013
Q4 		$1.05M Buy
13,203
+373
+3% +$29K 0.02% 288
2013
Q3 		$951K Buy
12,830
+1,845
+17% +$133K 0.02% 271
2013
Q2 		$804K Buy
+10,985
New +$874K 0.02% 284

Other funds holding AMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Creative Planning's AMT Position: Q1 2026 in Review

Creative Planning reduced its American Tower (AMT) stake by 3.5% in Q1 2026, selling an estimated $1.03M and leaving 156,140 shares worth $26.9M. The position accounts for 0.02% of the portfolio, ranked #337.

Creative Planning first reported a position in AMT in Q2 2013 and has held it in 52 quarters since. The position peaked at $28.4M in Q4 2025. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Creative Planning held 156,140 shares of American Tower worth $26.9M as of Q1 2026.
  • Creative Planning sold 5,736 American Tower shares in Q1 2026, an estimated $1.03M.
  • American Tower made up 0.02% of Creative Planning's portfolio in Q1 2026, its #337 holding.
  • Creative Planning first reported a position in American Tower in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's American Tower position peaked at $28.4M in Q4 2025.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.