Gillson Capital’s American Tower AMT Stock Holding History

Gillson Capital’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	$6.32M	Buy	+36,600	New	+$6.59M	0.52%	53
2025 Q4	–	Sell	-43,700	Closed	-$8.4M	–	79
2025 Q3	$8.4M	Sell	43,700 -137,730	-76%	-$28.7M	0.73%	43
2025 Q2	$40.1M	Sell	181,430 -1,384	-0.8%	-$299K	3.06%	5
2025 Q1	$39.8M	Buy	182,814 +162,964	+821%	+$32M	3.39%	5
2024 Q4	$3.64M	Buy	+19,850	New	+$4.11M	0.33%	61
2024 Q3	–	Sell	-94,205	Closed	-$18.3M	–	67
2024 Q2	$18.3M	Buy	+94,205	New	+$17.6M	1.77%	24
2024 Q1	–	Sell	-43,485	Closed	-$9.39M	–	55
2023 Q4	$9.39M	Sell	43,485 -8,178	-16%	-$1.55M	0.99%	36
2023 Q3	$8.5M	Buy	+51,663	New	+$9.44M	0.63%	51
2023 Q2	–	Sell	-15,450	Closed	-$3.16M	–	82
2023 Q1	$3.16M	Buy	+15,450	New	+$3.24M	0.26%	72

Other funds holding AMT

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Gillson Capital's AMT Position: Q1 2026 in Review

Gillson Capital opened a new position in American Tower (AMT) in Q1 2026: 36,600 shares worth $6.32M. The stake represents 0.52% of the portfolio and ranks #53 among its holdings. This is a return to the name: Gillson Capital previously reported a position in AMT as recently as Q3 2025.

Gillson Capital first reported a position in AMT in Q1 2023 and has held it in 9 quarters since. The position peaked at $40.1M in Q2 2025. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Gillson Capital held 36,600 shares of American Tower worth $6.32M as of Q1 2026.
American Tower was a new Gillson Capital position in Q1 2026.
American Tower made up 0.52% of Gillson Capital's portfolio in Q1 2026, its #53 holding.
Gillson Capital first reported a position in American Tower in Q1 2023 and has held it in 9 quarters since.
Gillson Capital's American Tower position peaked at $40.1M in Q2 2025.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Gillson Capital's 13F filing for Q1 2026, filed 15 May 2026.