EFS
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Essex Financial Services’s American Tower AMT Stock Holding History

Essex Financial 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 		$556K Sell
3,222
-244
-7% -$43.9K 0.03% 431
2025
Q4 		$609K Buy
3,466
+446
+15% +$81.2K 0.03% 398
2025
Q3 		$581K Sell
3,020
-79
-3% -$16.5K 0.03% 385
2025
Q2 		$685K Buy
3,099
+397
+15% +$85.7K 0.04% 345
2025
Q1 		$588K Sell
2,702
-1,571
-37% -$308K 0.04% 341
2024
Q4 		$784K Sell
4,273
-67
-2% -$13.9K 0.06% 286
2024
Q3 		$962K Sell
4,340
-32
-0.7% -$7.09K 0.07% 252
2024
Q2 		$978K Buy
4,372
+140
+3% +$26.2K 0.07% 240
2024
Q1 		$836K Sell
4,232
-606
-13% -$121K 0.08% 229
2023
Q4 		$1.04M Buy
4,838
+1,609
+50% +$304K 0.11% 183
2023
Q3 		$531K Sell
3,229
-789
-20% -$144K 0.06% 267
2023
Q2 		$779K Buy
4,018
+140
+4% +$27.4K 0.09% 210
2023
Q1 		$792K Sell
3,878
-46
-1% -$9.65K 0.08% 219
2022
Q4 		$831K Buy
3,924
+232
+6% +$48.3K 0.09% 208
2022
Q3 		$793K Buy
3,692
+58
+2% +$14.9K 0.09% 191
2022
Q2 		$929K Buy
3,634
+159
+5% +$39.9K 0.1% 187
2022
Q1 		$873K Buy
3,475
+635
+22% +$155K 0.08% 219
2021
Q4 		$831K Sell
2,840
-53
-2% -$14.5K 0.08% 221
2021
Q3 		$768K Buy
2,893
+678
+31% +$193K 0.09% 218
2021
Q2 		$530K Hold
2,215
– – 0.08% 228
2021
Q1 		$530K Sell
2,215
-520
-19% -$116K 0.1% 190
2020
Q4 		$614K Buy
2,735
+1,116
+69% +$259K 0.12% 168
2020
Q3 		$391K Buy
1,619
+774
+92% +$196K 0.1% 189
2020
Q2 		$218K Sell
845
-825
-49% -$204K 0.07% 232
2020
Q1 		$364K Sell
1,670
-1,485
-47% -$346K 0.13% 155
2019
Q4 		$725K Sell
3,155
-320
-9% -$69.7K 0.2% 116
2019
Q3 		$768K Buy
3,475
+173
+5% +$37.8K 0.25% 95
2019
Q2 		$675K Buy
3,302
+1
+0% +$201 0.2% 107
2019
Q1 		$651K Sell
3,301
-724
-18% -$127K 0.2% 109
2018
Q4 		$637K Sell
4,025
-937
-19% -$146K 0.2% 108
2018
Q3 		$721K Buy
4,962
+1
+0% +$147 0.16% 123
2018
Q2 		$715K Buy
4,961
+245
+5% +$34K 0.17% 120
2018
Q1 		$685K Buy
4,716
+252
+6% +$35.5K 0.13% 163
2017
Q4 		$637K Sell
4,464
-99
-2% -$14.1K 0.15% 131
2017
Q3 		$624K Buy
4,563
+109
+2% +$15.2K 0.15% 135
2017
Q2 		$589K Sell
4,454
-29
-0.6% -$3.71K 0.12% 170
2017
Q1 		$545K Sell
4,483
-724
-14% -$79.6K 0.13% 168
2016
Q4 		$550K Buy
5,207
+726
+16% +$78.9K 0.12% 164
2016
Q3 		$508K Buy
4,481
+2,029
+83% +$232K 0.12% 164
2016
Q2 		$279K Buy
2,452
+2
+0.1% +$213 0.07% 247
2016
Q1 		$251K Sell
2,450
-905
-27% -$84.6K 0.06% 258
2015
Q4 		$325K Buy
3,355
+417
+14% +$40.6K 0.08% 222
2015
Q3 		$258K Buy
2,938
+301
+11% +$28.3K 0.07% 256
2015
Q2 		$246K Sell
2,637
-415
-14% -$39.3K 0.06% 271
2015
Q1 		$287K Buy
3,052
+556
+22% +$54.1K 0.07% 248
2014
Q4 		$247K Buy
+2,496
New +$245K 0.06% 263

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

Essex Financial Services's AMT Position: Q1 2026 in Review

Essex Financial Services reduced its American Tower (AMT) stake by 7% in Q1 2026, selling an estimated $43.9K and leaving 3,222 shares worth $556K. The position accounts for 0.03% of the portfolio, ranked #431.

Essex Financial Services first reported a position in AMT in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.04M in Q4 2023. 1,750 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Essex Financial Services held 3,222 shares of American Tower worth $556K as of Q1 2026.
  • Essex Financial Services sold 244 American Tower shares in Q1 2026, an estimated $43.9K.
  • American Tower made up 0.03% of Essex Financial Services's portfolio in Q1 2026, its #431 holding.
  • Essex Financial Services first reported a position in American Tower in Q4 2014 and has held it in 46 quarters since.
  • Essex Financial Services's American Tower position peaked at $1.04M in Q4 2023.
  • 1,750 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.