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Ellsworth Advisors’s American Tower AMT Stock Holding History

Ellsworth 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
2025
Q2 		– Sell
-1,138
Closed -$248K – 159
2025
Q1 		$248K Hold
1,138
– – 0.07% 161
2024
Q4 		$209K Sell
1,138
-9
-0.8% -$1.86K 0.05% 162
2024
Q3 		$267K Hold
1,147
– – 0.07% 163
2024
Q2 		$223K Sell
1,147
-3
-0.3% -$561 0.06% 169
2024
Q1 		$206K Sell
1,150
-8
-0.7% -$1.59K 0.06% 166
2023
Q4 		$250K Sell
1,158
-3,220
-74% -$609K 0.08% 155
2023
Q3 		$698K Buy
4,378
+1,421
+48% +$260K 0.25% 87
2023
Q2 		$573K Buy
2,957
+98
+3% +$19.2K 0.2% 88
2023
Q1 		$584K Buy
+2,859
New +$600K 0.21% 78

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ellsworth Advisors's AMT Position: Q2 2025 in Review

Ellsworth Advisors sold out of American Tower (AMT) in Q2 2025, closing a stake of 1,138 shares — an estimated $248K sold.

Ellsworth Advisors first reported a position in AMT in Q1 2023 and held it in 9 quarters. The position peaked at $698K in Q3 2023. 1,849 funds tracked by Wall St. Rank hold AMT as of Q2 2025.

  • Ellsworth Advisors reported no remaining American Tower position as of Q2 2025 after selling out during the quarter.
  • Ellsworth Advisors sold 1,138 American Tower shares in Q2 2025, an estimated $248K.
  • Ellsworth Advisors first reported a position in American Tower in Q1 2023 and held it in 9 quarters.
  • Ellsworth Advisors's American Tower position peaked at $698K in Q3 2023.
  • 1,849 funds tracked by Wall St. Rank held American Tower as of Q2 2025.

Based on Ellsworth Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.