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 $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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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.