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GeoWealth Management’s American Tower AMT Stock Holding History

GeoWealth Management’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 		$2.22M Sell
12,889
-1,607
-11% -$289K 0.08% 151
2025
Q4 		$2.55M Buy
14,496
+2,706
+23% +$492K 0.09% 135
2025
Q3 		$2.27M Sell
11,790
-682
-5% -$142K 0.08% 153
2025
Q2 		$2.76M Sell
12,472
-268
-2% -$57.9K 0.11% 110
2025
Q1 		$2.77M Buy
12,740
+616
+5% +$121K 0.11% 110
2024
Q4 		$2.22M Buy
12,124
+4,896
+68% +$1.01M 0.07% 175
2024
Q3 		$1.68M Sell
7,228
-171
-2% -$37.9K 0.06% 208
2024
Q2 		$1.44M Buy
7,399
+3,997
+117% +$747K 0.06% 207
2024
Q1 		$672K Sell
3,402
-3,305
-49% -$658K 0.03% 372
2023
Q4 		$1.45M Buy
+6,707
New +$1.27M 0.12% 166
2023
Q3 		– Sell
-21
Closed -$4K – 484
2023
Q2 		$4K Sell
21
-337
-94% -$65.9K ﹤0.01% 412
2023
Q1 		$73K Buy
358
+54
+18% +$11.3K 0.01% 270
2022
Q4 		$65K Sell
304
-67
-18% -$13.9K 0.01% 288
2022
Q3 		$82K Buy
371
+235
+173% +$60.4K 0.01% 278
2022
Q2 		$35K Sell
136
-133
-49% -$33.4K ﹤0.01% 280
2022
Q1 		$68K Buy
269
+9
+3% +$2.2K 0.01% 333
2021
Q4 		$76K Buy
260
+33
+15% +$9.02K 0.01% 313
2021
Q3 		$60K Buy
227
+89
+64% +$25.4K ﹤0.01% 334
2021
Q2 		$37K Buy
+138
New +$35.2K ﹤0.01% 262

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

GeoWealth Management's AMT Position: Q1 2026 in Review

GeoWealth Management reduced its American Tower (AMT) stake by 11% in Q1 2026, selling an estimated $289K and leaving 12,889 shares worth $2.22M. The position accounts for 0.08% of the portfolio, ranked #151.

GeoWealth Management first reported a position in AMT in Q2 2021 and has held it in 19 quarters since. The position peaked at $2.77M in Q1 2025. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • GeoWealth Management held 12,889 shares of American Tower worth $2.22M as of Q1 2026.
  • GeoWealth Management sold 1,607 American Tower shares in Q1 2026, an estimated $289K.
  • American Tower made up 0.08% of GeoWealth Management's portfolio in Q1 2026, its #151 holding.
  • GeoWealth Management first reported a position in American Tower in Q2 2021 and has held it in 19 quarters since.
  • GeoWealth Management's American Tower position peaked at $2.77M in Q1 2025.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.