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Dakota Wealth Management’s American Tower AMT Stock Holding History

Dakota Wealth Management’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
Q1 		$495K Sell
2,869
-714
-20% -$128K 0.01% 545
2025
Q4 		$629K Sell
3,583
-907
-20% -$165K 0.01% 500
2025
Q3 		$864K Sell
4,490
-7,182
-62% -$1.5M 0.02% 377
2025
Q2 		$2.58M Sell
11,672
-350
-3% -$75.6K 0.05% 230
2025
Q1 		$2.62M Sell
12,022
-1,734
-13% -$340K 0.06% 223
2024
Q4 		$2.52M Sell
13,756
-2,044
-13% -$424K 0.06% 232
2024
Q3 		$3.67M Sell
15,800
-5,158
-25% -$1.14M 0.08% 207
2024
Q2 		$4.07M Buy
20,958
+3,199
+18% +$598K 0.1% 181
2024
Q1 		$3.51M Buy
17,759
+2,692
+18% +$536K 0.09% 196
2023
Q4 		$3.25M Buy
15,067
+4,955
+49% +$936K 0.13% 160
2023
Q3 		$1.66M Sell
10,112
-1,624
-14% -$297K 0.07% 224
2023
Q2 		$2.28M Buy
11,736
+462
+4% +$90.3K 0.11% 163
2023
Q1 		$2.3M Buy
11,274
+2,045
+22% +$429K 0.15% 144
2022
Q4 		$1.96M Buy
9,229
+1,857
+25% +$387K 0.14% 154
2022
Q3 		$1.58M Buy
7,372
+1,249
+20% +$321K 0.13% 175
2022
Q2 		$1.56M Buy
6,123
+2,462
+67% +$618K 0.14% 148
2022
Q1 		$920K Buy
3,661
+959
+35% +$234K 0.07% 202
2021
Q4 		$790K Buy
2,702
+155
+6% +$42.3K 0.08% 190
2021
Q3 		$676K Buy
2,547
+644
+34% +$184K 0.08% 194
2021
Q2 		$515K Hold
1,903
– – 0.06% 216
2021
Q1 		$455K Buy
1,903
+33
+2% +$7.35K 0.06% 219
2020
Q4 		$419K Buy
1,870
+36
+2% +$8.37K 0.05% 221
2020
Q3 		$443K Buy
1,834
+87
+5% +$22.1K 0.07% 190
2020
Q2 		$451K Buy
1,747
+120
+7% +$29.7K 0.08% 177
2020
Q1 		$355K Sell
1,627
-125
-7% -$29.1K 0.08% 182
2019
Q4 		$403K Buy
1,752
+9
+0.5% +$1.96K 0.06% 217
2019
Q3 		$385K Buy
1,743
+148
+9% +$32.3K 0.07% 206
2019
Q2 		$326K Buy
1,595
+4
+0.3% +$804 0.06% 214
2019
Q1 		$314K Buy
+1,591
New +$279K 0.06% 228

Other funds holding AMT

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Dakota Wealth Management's AMT Position: Q1 2026 in Review

Dakota Wealth Management reduced its American Tower (AMT) stake by 20% in Q1 2026, selling an estimated $128K and leaving 2,869 shares worth $495K. The position accounts for 0.01% of the portfolio, ranked #545.

Dakota Wealth Management first reported a position in AMT in Q1 2019 and has held it in 29 quarters since. The position peaked at $4.07M in Q2 2024. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Dakota Wealth Management held 2,869 shares of American Tower worth $495K as of Q1 2026.
  • Dakota Wealth Management sold 714 American Tower shares in Q1 2026, an estimated $128K.
  • American Tower made up 0.01% of Dakota Wealth Management's portfolio in Q1 2026, its #545 holding.
  • Dakota Wealth Management first reported a position in American Tower in Q1 2019 and has held it in 29 quarters since.
  • Dakota Wealth Management's American Tower position peaked at $4.07M in Q2 2024.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.