DT
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Diversified Trust’s American Tower AMT Stock Holding History

Diversified Trust’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 		$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

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

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. 351 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.
  • 351 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.