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CreativeOne Wealth’s American Tower AMT Stock Holding History

CreativeOne Wealth’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
Q4 		– Sell
-1,919
Closed -$369K – 1178
2025
Q3 		$369K Sell
1,919
-617
-24% -$129K 0.01% 870
2025
Q2 		$561K Sell
2,536
-140
-5% -$30.2K 0.01% 698
2025
Q1 		$582K Buy
2,676
+75
+3% +$14.7K 0.02% 641
2024
Q4 		$477K Buy
2,601
+54
+2% +$11.2K 0.01% 709
2024
Q3 		$592K Buy
2,547
+633
+33% +$140K 0.02% 573
2024
Q2 		$372K Sell
1,914
-690
-26% -$129K 0.02% 559
2024
Q1 		$515K Sell
2,604
-8,037
-76% -$1.6M 0.02% 562
2023
Q4 		$2.3M Buy
10,641
+837
+9% +$158K 0.15% 134
2023
Q3 		$1.61M Sell
9,804
-3,160
-24% -$577K 0.12% 172
2023
Q2 		$2.51M Buy
12,964
+2,303
+22% +$450K 0.12% 164
2023
Q1 		$2.18M Sell
10,661
-775
-7% -$163K 0.11% 164
2022
Q4 		$2.42M Buy
11,436
+731
+7% +$152K 0.13% 138
2022
Q3 		$2.3M Buy
10,705
+218
+2% +$56K 0.14% 129
2022
Q2 		$2.68M Buy
10,487
+1,177
+13% +$295K 0.15% 118
2022
Q1 		$2.34M Buy
9,310
+1,073
+13% +$262K 0.12% 136
2021
Q4 		$2.41M Buy
8,237
+588
+8% +$161K 0.12% 143
2021
Q3 		$2.04M Buy
7,649
+972
+15% +$277K 0.12% 145
2021
Q2 		$1.8M Sell
6,677
-613
-8% -$156K 0.11% 162
2021
Q1 		$1.74M Buy
7,290
+555
+8% +$124K 0.13% 135
2020
Q4 		$1.51M Buy
6,735
+4,096
+155% +$952K 0.13% 134
2020
Q3 		$638K Buy
+2,639
New +$669K 0.09% 141
2020
Q2 		– Sell
-1,590
Closed -$346K – 245
2020
Q1 		$346K Buy
1,590
+321
+25% +$74.7K 0.07% 139
2019
Q4 		$291K Buy
1,269
+293
+30% +$63.8K 0.05% 168
2019
Q3 		$215K Buy
+976
New +$213K 0.04% 167

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

CreativeOne Wealth's AMT Position: Q4 2025 in Review

CreativeOne Wealth sold out of American Tower (AMT) in Q4 2025, closing a stake of 1,919 shares — an estimated $369K sold.

CreativeOne Wealth first reported a position in AMT in Q3 2019 and held it in 24 quarters. The position peaked at $2.68M in Q2 2022. 1,778 funds tracked by Wall St. Rank hold AMT as of Q4 2025.

  • CreativeOne Wealth reported no remaining American Tower position as of Q4 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 1,919 American Tower shares in Q4 2025, an estimated $369K.
  • CreativeOne Wealth first reported a position in American Tower in Q3 2019 and held it in 24 quarters.
  • CreativeOne Wealth's American Tower position peaked at $2.68M in Q2 2022.
  • 1,778 funds tracked by Wall St. Rank held American Tower as of Q4 2025.

Based on CreativeOne Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.