Elevated Capital Advisors
AMT icon

Elevated Capital Advisors’s American Tower AMT Stock Holding History

Elevated Capital Advisors’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 		$280K Sell
1,711
-204
-11% -$35K 0.09% 132
2026
Q2 		$313K Sell
1,915
-1,547
-45% -$278K 0.09% 204
2026
Q1 		$598K Buy
3,462
+424
+14% +$76.3K 0.15% 157
2025
Q4 		$533K Sell
3,038
-327
-10% -$59.5K 0.12% 192
2025
Q3 		$647K Sell
3,365
-506
-13% -$105K 0.16% 170
2025
Q2 		$842K Hold
3,871
– – 0.24% 126
2025
Q1 		$842K Sell
3,871
-150
-4% -$29.4K 0.24% 126
2024
Q4 		$738K Buy
4,021
+263
+7% +$54.5K 0.2% 144
2024
Q3 		$874K Sell
3,758
-42
-1% -$9.31K 0.23% 132
2024
Q2 		$739K Buy
3,800
+467
+14% +$87.3K 0.21% 134
2024
Q1 		$659K Buy
3,333
+282
+9% +$56.2K 0.19% 119
2023
Q4 		$659K Buy
3,051
+291
+11% +$55K 0.21% 117
2023
Q3 		$454K Buy
2,760
+24
+0.9% +$4.38K 0.15% 127
2023
Q2 		$531K Buy
2,736
+288
+12% +$56.3K 0.18% 127
2023
Q1 		$500K Buy
2,448
+27
+1% +$5.66K 0.18% 124
2022
Q4 		$513K Buy
2,421
+189
+8% +$39.3K 0.2% 113
2022
Q3 		$479K Buy
+2,232
New +$573K 0.19% 120
2022
Q1 		$633K Buy
+2,522
New +$615K 0.21% 127
2021
Q3 		$635K Buy
+2,394
New +$682K 0.22% 128
2021
Q1 		$564K Buy
2,231
+253
+13% +$56.3K 0.22% 119
2020
Q4 		$444K Sell
1,978
-167
-8% -$38.8K 0.19% 130
2020
Q3 		$498K Sell
2,145
-332
-13% -$84.2K 0.23% 120
2020
Q2 		$635K Buy
+2,477
New +$613K 0.3% 109
2019
Q4 		$314K Buy
+1,367
New +$298K 0.35% 80
2019
Q1 		$641K Buy
+2,590
New +$454K 0.42% 85

Other funds holding AMT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Elevated Capital Advisors's AMT Position: Q3 2026 in Review

Elevated Capital Advisors reduced its American Tower (AMT) stake by 11% in Q3 2026, selling an estimated $35K and leaving 1,711 shares worth $280K. The position accounts for 0.09% of the portfolio, ranked #132.

Elevated Capital Advisors first reported a position in AMT in Q1 2019 and has held it in 25 quarters since. The position peaked at $874K in Q3 2024. 1,114 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • Elevated Capital Advisors held 1,711 shares of American Tower worth $280K as of Q3 2026.
  • Elevated Capital Advisors sold 204 American Tower shares in Q3 2026, an estimated $35K.
  • American Tower made up 0.09% of Elevated Capital Advisors's portfolio in Q3 2026, its #132 holding.
  • Elevated Capital Advisors first reported a position in American Tower in Q1 2019 and has held it in 25 quarters since.
  • Elevated Capital Advisors's American Tower position peaked at $874K in Q3 2024.
  • 1,114 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.