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Gladstone Institutional Advisory’s American Tower AMT Stock Holding History

Gladstone Institutional Advisory’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
Q2 		$489K Buy
2,992
+375
+14% +$67.5K 0.02% 597
2026
Q1 		$452K Buy
2,617
+96
+4% +$17.3K 0.02% 557
2025
Q4 		$443K Buy
2,521
+183
+8% +$33.3K 0.02% 522
2025
Q3 		$450K Buy
2,338
+589
+34% +$123K 0.02% 541
2025
Q2 		$387K Buy
1,749
+118
+7% +$25.5K 0.02% 561
2025
Q1 		$355K Buy
1,631
+222
+16% +$43.5K 0.02% 545
2024
Q4 		$258K Sell
1,409
-79
-5% -$16.4K 0.01% 626
2024
Q3 		$346K Sell
1,488
-999
-40% -$222K 0.02% 537
2024
Q2 		$483K Sell
2,487
-70
-3% -$13.1K 0.03% 428
2024
Q1 		$505K Sell
2,557
-154
-6% -$30.7K 0.03% 408
2023
Q4 		$585K Sell
2,711
-116
-4% -$21.9K 0.03% 382
2023
Q3 		$465K Buy
2,827
+1,361
+93% +$249K 0.03% 396
2023
Q2 		$284K Sell
1,466
-1,438
-50% -$281K 0.02% 531
2023
Q1 		$593K Sell
2,904
-4,108
-59% -$862K 0.04% 370
2022
Q4 		$1.49M Sell
7,012
-292
-4% -$60.8K 0.1% 226
2022
Q3 		$1.57M Buy
7,304
+2,521
+53% +$648K 0.12% 201
2022
Q2 		$1.22M Sell
4,783
-5,034
-51% -$1.26M 0.1% 236
2022
Q1 		$2.47M Buy
9,817
+5,775
+143% +$1.41M 0.17% 161
2021
Q4 		$1.18M Sell
4,042
-545
-12% -$149K 0.09% 249
2021
Q3 		$1.22M Buy
4,587
+2,418
+111% +$689K 0.12% 207
2021
Q2 		$586K Buy
2,169
+1,313
+153% +$335K 0.07% 269
2021
Q1 		$205K Buy
+856
New +$191K 0.03% 385

Other funds holding AMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Gladstone Institutional Advisory's AMT Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its American Tower (AMT) stake by 14% in Q2 2026, buying an estimated $67.5K and bringing the position to 2,992 shares worth $489K. The position accounts for 0.02% of the portfolio, ranked #597.

Gladstone Institutional Advisory first reported a position in AMT in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.47M in Q1 2022. 1,754 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Gladstone Institutional Advisory held 2,992 shares of American Tower worth $489K as of Q2 2026.
  • Gladstone Institutional Advisory bought 375 American Tower shares in Q2 2026, an estimated $67.5K.
  • American Tower made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #597 holding.
  • Gladstone Institutional Advisory first reported a position in American Tower in Q1 2021 and has held it in 22 quarters since.
  • Gladstone Institutional Advisory's American Tower position peaked at $2.47M in Q1 2022.
  • 1,754 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.