EW
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Evoke Wealth’s American Tower AMT Stock Holding History

Evoke Wealth’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 		$233K Sell
1,349
-1,659
-55% -$299K ﹤0.01% 612
2025
Q4 		$534K Buy
3,008
+919
+44% +$167K 0.01% 373
2025
Q3 		$405K Buy
2,089
+12
+0.6% +$2.5K 0.01% 420
2025
Q2 		$463K Buy
2,077
+642
+45% +$139K 0.01% 362
2025
Q1 		$312K Sell
1,435
-37
-3% -$7.26K 0.01% 343
2024
Q4 		$272K Buy
1,472
+95
+7% +$19.7K 0.01% 361
2024
Q3 		$320K Buy
+1,377
New +$305K 0.01% 325
2024
Q2 		– Sell
-1,602
Closed -$317K – 121
2024
Q1 		$317K Buy
+1,602
New +$319K 0.01% 320
2023
Q4 		– Sell
-1,498
Closed -$246K – 108
2023
Q3 		$246K Sell
1,498
-24
-2% -$4.38K 0.01% 329
2023
Q2 		$298K Sell
1,522
-275
-15% -$53.8K 0.01% 290
2023
Q1 		$367K Sell
1,797
-165
-8% -$34.6K 0.01% 248
2022
Q4 		$419K Buy
1,962
+1,481
+308% +$308K 0.02% 236
2022
Q3 		$103K Sell
481
-36
-7% -$9.25K ﹤0.01% 408
2022
Q2 		$133K Sell
517
-4,709
-90% -$1.18M ﹤0.01% 376
2022
Q1 		$1.31M Buy
5,226
+1,361
+35% +$332K 0.04% 150
2021
Q4 		$1.14M Buy
3,865
+2
+0.1% +$546 0.04% 169
2021
Q3 		$1.03M Sell
3,863
-1
-0% -$285 0.04% 168
2021
Q2 		$1.05M Buy
3,864
+3,470
+881% +$884K 0.04% 169
2021
Q1 		$94K Buy
394
+175
+80% +$39K ﹤0.01% 380
2020
Q4 		$50K Buy
219
+82
+60% +$19.1K ﹤0.01% 376
2020
Q3 		$33K Buy
137
+3
+2% +$761 ﹤0.01% 409
2020
Q2 		$35K Sell
134
-22
-14% -$5.44K ﹤0.01% 390
2020
Q1 		$34K Sell
156
-907
-85% -$211K ﹤0.01% 376
2019
Q4 		$245K Buy
1,063
+171
+19% +$37.2K 0.03% 195
2019
Q3 		$198K Buy
+892
New +$195K 0.02% 258

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

Evoke Wealth's AMT Position: Q1 2026 in Review

Evoke Wealth reduced its American Tower (AMT) stake by 55% in Q1 2026, selling an estimated $299K and leaving 1,349 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Evoke Wealth first reported a position in AMT in Q3 2019 and has held it in 25 quarters since. The position peaked at $1.31M in Q1 2022. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Evoke Wealth held 1,349 shares of American Tower worth $233K as of Q1 2026.
  • Evoke Wealth sold 1,659 American Tower shares in Q1 2026, an estimated $299K.
  • American Tower made up ﹤0.01% of Evoke Wealth's portfolio in Q1 2026, its #612 holding.
  • Evoke Wealth first reported a position in American Tower in Q3 2019 and has held it in 25 quarters since.
  • Evoke Wealth's American Tower position peaked at $1.31M in Q1 2022.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.