Diversified Trust’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.47M | Sell |
9,015
-11,065
| -55% | -$1.99M | 0.02% | 365 |
|
|
2026
Q1 | $3.47M | Sell |
20,080
-3,545
| -15% | -$638K | 0.06% | 166 |
|
|
2025
Q4 | $4.15M | Buy |
23,625
+4,643
| +24% | +$845K | 0.08% | 135 |
|
|
2025
Q3 | $3.65M | Buy |
18,982
+9,688
| +104% | +$2.02M | 0.07% | 145 |
|
|
2025
Q2 | $2.05M | Buy |
9,294
+6,151
| +196% | +$1.33M | 0.05% | 234 |
|
|
2025
Q1 | $684K | Sell |
3,143
-868
| -22% | -$170K | 0.02% | 470 |
|
|
2024
Q4 | $736K | Sell |
4,011
-739
| -16% | -$153K | 0.02% | 469 |
|
|
2024
Q3 | $1.1M | Buy |
4,750
+1,902
| +67% | +$422K | 0.03% | 355 |
|
|
2024
Q2 | $554K | Buy |
2,848
+1,432
| +101% | +$268K | 0.02% | 508 |
|
|
2024
Q1 | $280K | Sell |
1,416
-1,537
| -52% | -$306K | 0.01% | 666 |
|
|
2023
Q4 | $637K | Sell |
2,953
-10,428
| -78% | -$1.97M | 0.02% | 422 |
|
|
2023
Q3 | $2.2M | Buy |
13,381
+7
| +0.1% | +$1.28K | 0.08% | 137 |
|
|
2023
Q2 | $2.59M | Buy |
13,374
+6,874
| +106% | +$1.34M | 0.09% | 120 |
|
|
2023
Q1 | $1.33M | Buy |
6,500
+8
| +0.1% | +$1.68K | 0.05% | 202 |
|
|
2022
Q4 | $1.38M | Buy |
6,492
+1,591
| +32% | +$331K | 0.06% | 182 |
|
|
2022
Q3 | $1.05M | Buy |
4,901
+993
| +25% | +$255K | 0.05% | 199 |
|
|
2022
Q2 | $999K | Sell |
3,908
-1,173
| -23% | -$294K | 0.04% | 219 |
|
|
2022
Q1 | $1.28M | Buy |
5,081
+213
| +4% | +$52K | 0.04% | 207 |
|
|
2021
Q4 | $1.42M | Sell |
4,868
-345
| -7% | -$94.3K | 0.05% | 197 |
|
|
2021
Q3 | $1.38M | Buy |
5,213
+420
| +9% | +$120K | 0.05% | 185 |
|
|
2021
Q2 | $1.29M | Sell |
4,793
-231
| -5% | -$58.9K | 0.05% | 198 |
|
|
2021
Q1 | $1.2M | Buy |
5,024
+289
| +6% | +$64.4K | 0.05% | 188 |
|
|
2020
Q4 | $1.06M | Buy |
4,735
+264
| +6% | +$61.4K | 0.04% | 193 |
|
|
2020
Q3 | $1.08M | Buy |
4,471
+648
| +17% | +$164K | 0.05% | 171 |
|
|
2020
Q2 | $988K | Sell |
3,823
-388
| -9% | -$96K | 0.05% | 156 |
|
|
2020
Q1 | $917K | Buy |
4,211
+544
| +15% | +$127K | 0.05% | 139 |
|
|
2019
Q4 | $843K | Buy |
3,667
+2,462
| +204% | +$536K | 0.04% | 157 |
|
|
2019
Q3 | $266K | Sell |
1,205
-116
| -9% | -$25.3K | 0.01% | 288 |
|
|
2019
Q2 | $270K | Buy |
1,321
+10
| +0.8% | +$2.01K | 0.01% | 298 |
|
|
2019
Q1 | $258K | Sell |
1,311
-26
| -2% | -$4.56K | 0.01% | 296 |
|
|
2018
Q4 | $212K | Buy |
+1,337
| New | +$209K | 0.01% | 313 |
|
Other funds holding AMT
Diversified Trust's AMT Position: Q2 2026 in Review
Diversified Trust reduced its American Tower (AMT) stake by 55% in Q2 2026, selling an estimated $1.99M and leaving 9,015 shares worth $1.47M. The position accounts for 0.02% of the portfolio, ranked #365.
Diversified Trust first reported a position in AMT in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.15M in Q4 2025. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.
- Diversified Trust held 9,015 shares of American Tower worth $1.47M as of Q2 2026.
- Diversified Trust sold 11,065 American Tower shares in Q2 2026, an estimated $1.99M.
- American Tower made up 0.02% of Diversified Trust's portfolio in Q2 2026, its #365 holding.
- Diversified Trust first reported a position in American Tower in Q4 2018 and has held it in 31 quarters since.
- Diversified Trust's American Tower position peaked at $4.15M in Q4 2025.
- 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.
Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.