JNBA Financial Advisors’s American Tower AMT Stock Holding History

JNBA Financial Advisors’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	$13.6K	Hold	79	–	–	﹤0.01%	461
2025 Q4	$13.9K	Hold	79	–	–	﹤0.01%	457
2025 Q3	$15.2K	Hold	79	–	–	﹤0.01%	435
2025 Q2	$17.5K	Hold	79	–	–	﹤0.01%	410
2025 Q1	$17.2K	Hold	79	–	–	﹤0.01%	403
2024 Q4	$14.5K	Hold	79	–	–	﹤0.01%	422
2024 Q3	$18.4K	Hold	79	–	–	﹤0.01%	402
2024 Q2	$15.4K	Hold	79	–	–	﹤0.01%	411
2024 Q1	$15.6K	Hold	79	–	–	﹤0.01%	420
2023 Q4	$17.1K	Sell	79 -2	-2%	-$378	﹤0.01%	411
2023 Q3	$13.3K	Buy	81 +2	+3%	+$365	﹤0.01%	435
2023 Q2	$15.3K	Sell	79 -2	-2%	-$391	﹤0.01%	418
2023 Q1	$16.6K	Buy	81 +2	+3%	+$420	﹤0.01%	415
2022 Q4	$16.7K	Sell	79 -4	-5%	-$833	﹤0.01%	393
2022 Q3	$18K	Sell	83 -50	-38%	-$12.8K	﹤0.01%	385
2022 Q2	$34K	Buy	133 +25	+23%	+$6.27K	0.01%	316
2022 Q1	$27K	Sell	108 -14	-11%	-$3.42K	﹤0.01%	361
2021 Q4	$36K	Buy	122 +43	+54%	+$11.7K	﹤0.01%	338
2021 Q3	$21K	Hold	79	–	–	﹤0.01%	407
2021 Q2	$21K	Buy	79 +23	+41%	+$5.86K	﹤0.01%	393
2021 Q1	$13K	Sell	56 -67	-54%	-$14.9K	﹤0.01%	437
2020 Q4	$28K	Hold	123	–	–	﹤0.01%	324
2020 Q3	$30K	Sell	123 -120	-49%	-$30.4K	0.01%	293
2020 Q2	$63K	Hold	243	–	–	0.01%	217
2020 Q1	$53K	Hold	243	–	–	0.01%	210
2019 Q4	$56K	Sell	243 -79	-25%	-$17.2K	0.01%	231
2019 Q3	$71K	Buy	322 +52	+19%	+$11.3K	0.01%	202
2019 Q2	$55K	Hold	270	–	–	0.01%	227
2019 Q1	$53K	Hold	270	–	–	0.01%	220
2018 Q4	$43K	Buy	270 +185	+218%	+$28.9K	0.01%	217
2018 Q3	$12K	Sell	85 -185	-69%	-$27.1K	0.01%	357
2018 Q2	$39K	Hold	270	–	–	0.01%	250
2018 Q1	$39K	Hold	270	–	–	0.01%	244
2017 Q4	$39K	Hold	270	–	–	0.01%	243
2017 Q3	$37K	Hold	270	–	–	0.01%	237
2017 Q2	$36K	Hold	270	–	–	0.01%	235
2017 Q1	$33K	Hold	270	–	–	0.01%	238
2016 Q4	$29K	Sell	270 -310	-53%	-$33.7K	0.01%	252
2016 Q3	$66K	Buy	580 +310	+115%	+$35.4K	0.01%	466
2016 Q2	$31K	Hold	270	–	–	0.01%	248
2016 Q1	$28K	Hold	270	–	–	0.01%	250
2015 Q4	$26K	Hold	270	–	–	0.01%	256
2015 Q3	$24K	Hold	270	–	–	0.01%	267
2015 Q2	$25K	Hold	270	–	–	0.01%	254
2015 Q1	$25K	Hold	270	–	–	0.01%	261
2014 Q4	$27K	Hold	270	–	–	0.01%	252
2014 Q3	$25K	Hold	270	–	–	0.01%	262
2014 Q2	$24K	Hold	270	–	–	0.01%	249
2014 Q1	$22K	Hold	270	–	–	0.01%	245
2013 Q4	$22K	Hold	270	–	–	0.01%	238
2013 Q3	$20K	Hold	270	–	–	0.01%	236
2013 Q2	$20K	Buy	+270	New	+$21.5K	0.01%	208

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

JNBA Financial Advisors's AMT Position: Q1 2026 in Review

JNBA Financial Advisors held its American Tower (AMT) position steady in Q1 2026 at 79 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

JNBA Financial Advisors first reported a position in AMT in Q2 2013 and has held it in 52 quarters since. The position peaked at $71K in Q3 2019. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

JNBA Financial Advisors held 79 shares of American Tower worth $13.6K as of Q1 2026.
JNBA Financial Advisors left its American Tower share count unchanged in Q1 2026.
American Tower made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q1 2026, its #461 holding.
JNBA Financial Advisors first reported a position in American Tower in Q2 2013 and has held it in 52 quarters since.
JNBA Financial Advisors's American Tower position peaked at $71K in Q3 2019.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.