Ground Swell Capital’s American Tower AMT Stock Holding History

Ground Swell 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
2025 Q2	–	Sell	-1,045	Closed	-$227K	–	145
2025 Q1	$227K	Buy	+1,045	New	+$205K	0.49%	88
2023 Q4	–	Sell	-1,261	Closed	-$207K	–	76
2023 Q3	$207K	Buy	+1,261	New	+$230K	0.34%	52
2014 Q3	$7K	Sell	78 -364	-82%	-$34.6K	0.01%	1236
2014 Q2	$40K	Buy	+442	New	+$38.2K	0.08%	198

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ground Swell Capital's AMT Position: Q2 2025 in Review

Ground Swell Capital sold out of American Tower (AMT) in Q2 2025, closing a stake of 1,045 shares — an estimated $227K sold.

Ground Swell Capital first reported a position in AMT in Q2 2014 and held it in 4 quarters. The position peaked at $227K in Q1 2025. 1,846 funds tracked by Wall St. Rank hold AMT as of Q2 2025.

Ground Swell Capital reported no remaining American Tower position as of Q2 2025 after selling out during the quarter.
Ground Swell Capital sold 1,045 American Tower shares in Q2 2025, an estimated $227K.
Ground Swell Capital first reported a position in American Tower in Q2 2014 and held it in 4 quarters.
Ground Swell Capital's American Tower position peaked at $227K in Q1 2025.
1,846 funds tracked by Wall St. Rank held American Tower as of Q2 2025.

Based on Ground Swell Capital's 13F filing for Q2 2025, filed 31 Jul 2025.