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
2017 Q1	–	Sell	-500	Closed	-$15K	–	4632
2016 Q4	$15K	Hold	500	–	–	﹤0.01%	3257
2016 Q3	$19K	Sell	500 -1,000	-67%	-$114K	﹤0.01%	3079
2016 Q2	$40K	Buy	1,500 +1,000	+200%	+$106K	﹤0.01%	2293
2016 Q1	$14K	Buy	+500	New	+$46.7K	﹤0.01%	2996
2015 Q4	–	Sell	-400	Closed	-$5K	–	4392
2015 Q3	$5K	Buy	+400	New	+$37.7K	﹤0.01%	3580

Other funds holding AMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Creative Planning's AMT Position: Q2 2026 in Review

Creative Planning increased its American Tower (AMT) stake by 13% in Q2 2026, buying an estimated $3.57M and bringing the position to 176,000 shares worth $28.8M. The position accounts for 0.02% of the portfolio, ranked #377.

Creative Planning first reported a position in AMT in Q2 2013 and has held it in 53 quarters since. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Creative Planning held 176,000 shares of American Tower worth $28.8M as of Q2 2026.
Creative Planning bought 19,860 American Tower shares in Q2 2026, an estimated $3.57M.
American Tower made up 0.02% of Creative Planning's portfolio in Q2 2026, its #377 holding.
Creative Planning first reported a position in American Tower in Q2 2013 and has held it in 53 quarters since.
1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.