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CVA Family Office’s American Tower AMT Stock Holding History

CVA Family Office’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
Q2 		$79.7K Buy
487
+33
+7% +$5.94K 0.01% 522
2026
Q1 		$78.4K Sell
454
-420
-48% -$75.6K 0.01% 509
2025
Q4 		$153K Sell
874
-187
-18% -$34K 0.02% 335
2025
Q3 		$204K Sell
1,061
-18
-2% -$3.75K 0.03% 287
2025
Q2 		$238K Buy
1,079
+27
+3% +$5.83K 0.03% 263
2025
Q1 		$229K Buy
1,052
+71
+7% +$13.9K 0.04% 263
2024
Q4 		$180K Buy
981
+31
+3% +$6.42K 0.03% 284
2024
Q3 		$221K Sell
950
-13
-1% -$2.88K 0.04% 244
2024
Q2 		$187K Sell
963
-34
-3% -$6.36K 0.03% 250
2024
Q1 		$197K Buy
997
+2
+0.2% +$398 0.04% 252
2023
Q4 		$215K Buy
+995
New +$188K 0.04% 225
2023
Q3 		– Sell
-291
Closed -$56.4K – 263
2023
Q2 		$56.4K Sell
291
-230
-44% -$45K 0.01% 425
2023
Q1 		$106K Sell
521
-269
-34% -$56.4K 0.02% 298
2022
Q4 		$167K Buy
790
+273
+53% +$56.8K 0.04% 223
2022
Q3 		$111K Sell
517
-350
-40% -$89.9K 0.03% 226
2022
Q2 		$222K Buy
867
+480
+124% +$120K 0.06% 158
2022
Q1 		$97K Sell
387
-115
-23% -$28.1K 0.02% 264
2021
Q4 		$147K Buy
+502
New +$137K 0.04% 190
2021
Q3 		– Sell
-562
Closed -$152K – 387
2021
Q2 		$152K Buy
562
+472
+524% +$120K 0.04% 181
2021
Q1 		$22K Buy
+90
New +$20K 0.01% 387

Other funds holding AMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

CVA Family Office's AMT Position: Q2 2026 in Review

CVA Family Office increased its American Tower (AMT) stake by 7.3% in Q2 2026, buying an estimated $5.94K and bringing the position to 487 shares worth $79.7K. The position accounts for 0.01% of the portfolio, ranked #522.

CVA Family Office first reported a position in AMT in Q1 2021 and has held it in 20 quarters since. The position peaked at $238K in Q2 2025. 1,758 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • CVA Family Office held 487 shares of American Tower worth $79.7K as of Q2 2026.
  • CVA Family Office bought 33 American Tower shares in Q2 2026, an estimated $5.94K.
  • American Tower made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #522 holding.
  • CVA Family Office first reported a position in American Tower in Q1 2021 and has held it in 20 quarters since.
  • CVA Family Office's American Tower position peaked at $238K in Q2 2025.
  • 1,758 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.