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Diversify Advisory Services’s American Tower AMT Stock Holding History

Diversify Advisory Services’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 		– Sell
-2,292
Closed -$421K – 235
2025
Q4 		$421K Sell
2,292
-424
-16% -$77.2K 0.01% 659
2025
Q3 		$480K Sell
2,716
-895
-25% -$186K 0.02% 577
2025
Q2 		$739K Buy
3,611
+2,016
+126% +$435K 0.03% 406
2025
Q1 		$353K Buy
1,595
+36
+2% +$7.06K 0.02% 447
2024
Q4 		$270K Sell
1,559
-281
-15% -$58.2K 0.01% 511
2024
Q3 		$407K Sell
1,840
-188
-9% -$41.7K 0.02% 413
2024
Q2 		$397K Sell
2,028
-688
-25% -$129K 0.02% 424
2024
Q1 		$524K Buy
+2,716
New +$541K 0.03% 415

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

Diversify Advisory Services's AMT Position: Q1 2026 in Review

Diversify Advisory Services sold out of American Tower (AMT) in Q1 2026, closing a stake of 2,292 shares — an estimated $421K sold.

Diversify Advisory Services first reported a position in AMT in Q1 2024 and held it in 8 quarters. The position peaked at $739K in Q2 2025. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Diversify Advisory Services reported no remaining American Tower position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 2,292 American Tower shares in Q1 2026, an estimated $421K.
  • Diversify Advisory Services first reported a position in American Tower in Q1 2024 and held it in 8 quarters.
  • Diversify Advisory Services's American Tower position peaked at $739K in Q2 2025.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.