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Invictus Private Wealth’s American Tower AMT Stock Holding History

Invictus Private Wealth’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 		$233K Sell
1,425
-175
-11% -$31.5K 0.01% 83
2026
Q1 		$276K Buy
+1,600
New +$288K 0.02% 72

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

Invictus Private Wealth's AMT Position: Q2 2026 in Review

Invictus Private Wealth reduced its American Tower (AMT) stake by 11% in Q2 2026, selling an estimated $31.5K and leaving 1,425 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #83.

Invictus Private Wealth first reported a position in AMT in Q1 2026 and has held it in 2 quarters since. The position peaked at $276K in Q1 2026. 1,753 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Invictus Private Wealth held 1,425 shares of American Tower worth $233K as of Q2 2026.
  • Invictus Private Wealth sold 175 American Tower shares in Q2 2026, an estimated $31.5K.
  • American Tower made up 0.01% of Invictus Private Wealth's portfolio in Q2 2026, its #83 holding.
  • Invictus Private Wealth first reported a position in American Tower in Q1 2026 and has held it in 2 quarters since.
  • Invictus Private Wealth's American Tower position peaked at $276K in Q1 2026.
  • 1,753 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Invictus Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.