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Custom Index Systems’s American Tower AMT Stock Holding History

Custom Index Systems’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
-1,224
Closed -$235K – 243
2025
Q3 		$235K Buy
1,224
+290
+31% +$60.4K 0.07% 246
2025
Q2 		$206K Buy
+934
New +$202K 0.1% 229
2025
Q1 		– Sell
-1,212
Closed -$222K – 284
2024
Q4 		$222K Buy
+1,212
New +$251K 0.12% 220

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

Custom Index Systems's AMT Position: Q4 2025 in Review

Custom Index Systems sold out of American Tower (AMT) in Q4 2025, closing a stake of 1,224 shares — an estimated $235K sold.

Custom Index Systems first reported a position in AMT in Q4 2024 and held it in 3 quarters. The position peaked at $235K in Q3 2025. 1,779 funds tracked by Wall St. Rank hold AMT as of Q4 2025.

  • Custom Index Systems reported no remaining American Tower position as of Q4 2025 after selling out during the quarter.
  • Custom Index Systems sold 1,224 American Tower shares in Q4 2025, an estimated $235K.
  • Custom Index Systems first reported a position in American Tower in Q4 2024 and held it in 3 quarters.
  • Custom Index Systems's American Tower position peaked at $235K in Q3 2025.
  • 1,779 funds tracked by Wall St. Rank held American Tower as of Q4 2025.

Based on Custom Index Systems's 13F filing for Q4 2025, filed 12 Feb 2026.