HIG
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Heritage Investment Group’s American Tower AMT Stock Holding History

Heritage Investment Group’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 		$245K Hold
1,500
– – 0.03% 119
2026
Q1 		$259K Sell
1,500
-21
-1% -$3.78K 0.04% 104
2025
Q4 		$267K Hold
1,521
– – 0.04% 105
2025
Q3 		$293K Hold
1,521
– – 0.05% 94
2025
Q2 		$336K Hold
1,521
– – 0.06% 88
2025
Q1 		$331K Hold
1,521
– – 0.06% 85
2024
Q4 		$279K Sell
1,521
-91
-6% -$18.9K 0.05% 89
2024
Q3 		$375K Buy
1,612
+41
+3% +$9.09K 0.07% 71
2024
Q2 		$305K Hold
1,571
– – 0.06% 77
2024
Q1 		$310K Sell
1,571
-40
-2% -$7.97K 0.06% 81
2023
Q4 		$348K Buy
1,611
+41
+3% +$7.75K 0.08% 63
2023
Q3 		$258K Hold
1,570
– – 0.07% 77
2023
Q2 		$304K Sell
1,570
-39
-2% -$7.63K 0.08% 65
2023
Q1 		$329K Buy
1,609
+40
+3% +$8.39K 0.1% 56
2022
Q4 		$332K Buy
1,569
+8
+0.5% +$1.67K 0.11% 54
2022
Q3 		$335K Buy
1,561
+40
+3% +$10.3K 0.21% 52
2022
Q2 		$389K Hold
1,521
– – 0.22% 51
2022
Q1 		$382K Hold
1,521
– – 0.28% 50
2021
Q4 		$445K Buy
+1,521
New +$416K 0.35% 43

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 $3.38T AUM 44.17% 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

Heritage Investment Group's AMT Position: Q2 2026 in Review

Heritage Investment Group held its American Tower (AMT) position steady in Q2 2026 at 1,500 shares worth $245K. The position accounts for 0.03% of the portfolio, ranked #119.

Heritage Investment Group first reported a position in AMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $445K in Q4 2021. 1,758 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Heritage Investment Group held 1,500 shares of American Tower worth $245K as of Q2 2026.
  • Heritage Investment Group left its American Tower share count unchanged in Q2 2026.
  • American Tower made up 0.03% of Heritage Investment Group's portfolio in Q2 2026, its #119 holding.
  • Heritage Investment Group first reported a position in American Tower in Q4 2021 and has held it in 19 quarters since.
  • Heritage Investment Group's American Tower position peaked at $445K in Q4 2021.
  • 1,758 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Heritage Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.