CX Institutional
AMT icon

CX Institutional’s American Tower AMT Stock Holding History

CX Institutional’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
Q3 		$692K Sell
4,228
-715
-14% -$123K 0.02% 400
2026
Q2 		$808K Buy
4,943
+130
+3% +$23.4K 0.02% 364
2026
Q1 		$831K Sell
4,813
-1,013
-17% -$182K 0.03% 364
2025
Q4 		$1.02M Sell
5,826
-2,937
-34% -$534K 0.03% 285
2025
Q3 		$1.68M Buy
8,763
+6,451
+279% +$1.34M 0.05% 228
2025
Q2 		$511K Sell
2,312
-3
-0.1% -$648 0.02% 365
2025
Q1 		$504K Buy
2,315
+639
+38% +$125K 0.02% 356
2024
Q4 		$307K Sell
1,676
-257
-13% -$53.3K 0.01% 434
2024
Q3 		$450K Buy
1,933
+54
+3% +$12K 0.02% 382
2024
Q2 		$365K Buy
1,879
+63
+3% +$11.8K 0.02% 413
2024
Q1 		$359K Sell
1,816
-14
-0.8% -$2.79K 0.02% 420
2023
Q4 		$395K Buy
+1,830
New +$346K 0.02% 356
2023
Q3 		– Sell
-2,318
Closed -$450K – 484
2023
Q2 		$450K Buy
2,318
+511
+28% +$100K 0.02% 357
2023
Q1 		$365K Sell
1,807
-37
-2% -$7.76K 0.02% 383
2022
Q4 		$391K Buy
+1,844
New +$384K 0.02% 396
2022
Q3 		– Sell
-914
Closed -$234K – 485
2022
Q2 		$234K Sell
914
-355
-28% -$89.1K 0.02% 414
2022
Q1 		$319K Buy
1,269
+122
+11% +$29.8K 0.03% 305
2021
Q4 		$335K Buy
1,147
+82
+8% +$22.4K 0.03% 277
2021
Q3 		$283K Buy
1,065
+43
+4% +$12.3K 0.02% 318
2021
Q2 		$276K Buy
1,022
+746
+270% +$190K 0.02% 307
2021
Q1 		$66K Sell
276
-11
-4% -$2.45K 0.01% 433
2020
Q4 		$64K Sell
287
-177
-38% -$41.1K 0.01% 408
2020
Q3 		$112K Buy
464
+78
+20% +$19.8K 0.01% 304
2020
Q2 		$100K Buy
386
+157
+69% +$38.8K 0.01% 289
2020
Q1 		$50K Sell
229
-18
-7% -$4.19K 0.01% 311
2019
Q4 		$57K Hold
247
– – 0.01% 273
2019
Q3 		$55K Buy
247
+89
+56% +$19.4K 0.01% 288
2019
Q2 		$32K Buy
158
+56
+55% +$11.3K 0.01% 355
2019
Q1 		$20K Buy
102
+84
+467% +$14.7K ﹤0.01% 401
2018
Q4 		$3K Buy
+18
New +$2.81K ﹤0.01% 418

Other funds holding AMT

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Quintet Private Bank (Europe)
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional's AMT Position: Q3 2026 in Review

CX Institutional reduced its American Tower (AMT) stake by 14% in Q3 2026, selling an estimated $123K and leaving 4,228 shares worth $692K. The position accounts for 0.02% of the portfolio, ranked #400.

CX Institutional first reported a position in AMT in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.68M in Q3 2025. 368 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • CX Institutional held 4,228 shares of American Tower worth $692K as of Q3 2026.
  • CX Institutional sold 715 American Tower shares in Q3 2026, an estimated $123K.
  • American Tower made up 0.02% of CX Institutional's portfolio in Q3 2026, its #400 holding.
  • CX Institutional first reported a position in American Tower in Q4 2018 and has held it in 30 quarters since.
  • CX Institutional's American Tower position peaked at $1.68M in Q3 2025.
  • 368 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.