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Kestra Advisory Services’s American Tower AMT Stock Holding History

Kestra Advisory Services’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 		$8.24M Buy
50,373
+24,450
+94% +$4.4M 0.03% 593
2026
Q1 		$4.47M Sell
25,923
-3,071
-11% -$553K 0.02% 858
2025
Q4 		$5.09M Buy
28,994
+44
+0.2% +$8.01K 0.02% 723
2025
Q3 		$5.57M Buy
28,950
+655
+2% +$136K 0.03% 632
2025
Q2 		$6.25M Sell
28,295
-3,554
-11% -$767K 0.03% 542
2025
Q1 		$6.93M Buy
31,849
+45
+0.1% +$8.83K 0.03% 458
2024
Q4 		$5.83M Buy
31,804
+4,676
+17% +$969K 0.03% 518
2024
Q3 		$6.31M Sell
27,128
-15,062
-36% -$3.34M 0.03% 517
2024
Q2 		$8.27M Buy
42,190
+16,304
+63% +$3.05M 0.05% 413
2024
Q1 		$5.11M Buy
25,886
+22,224
+607% +$4.43M 0.03% 512
2023
Q4 		$791K Buy
+3,662
New +$692K 0.01% 1244
2023
Q3 		– Sell
-1,878
Closed -$367K – 2110
2023
Q2 		$367K Buy
+1,878
New +$367K ﹤0.01% 1481
2023
Q1 		– Sell
-1,601
Closed -$339K – 2056
2022
Q4 		$339K Buy
+1,601
New +$333K ﹤0.01% 1652
2022
Q3 		– Sell
-6,506
Closed -$1.67M – 2103
2022
Q2 		$1.67M Buy
+6,506
New +$1.63M 0.02% 742
2021
Q4 		– Sell
-1,568
Closed -$416K – 2011
2021
Q3 		$416K Buy
+1,568
New +$447K ﹤0.01% 1487

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

Kestra Advisory Services's AMT Position: Q2 2026 in Review

Kestra Advisory Services increased its American Tower (AMT) stake by 94% in Q2 2026, buying an estimated $4.4M and bringing the position to 50,373 shares worth $8.24M. The position accounts for 0.03% of the portfolio, ranked #593.

Kestra Advisory Services first reported a position in AMT in Q3 2021 and has held it in 15 quarters since. The position peaked at $8.27M in Q2 2024. 1,754 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Kestra Advisory Services held 50,373 shares of American Tower worth $8.24M as of Q2 2026.
  • Kestra Advisory Services bought 24,450 American Tower shares in Q2 2026, an estimated $4.4M.
  • American Tower made up 0.03% of Kestra Advisory Services's portfolio in Q2 2026, its #593 holding.
  • Kestra Advisory Services first reported a position in American Tower in Q3 2021 and has held it in 15 quarters since.
  • Kestra Advisory Services's American Tower position peaked at $8.27M in Q2 2024.
  • 1,754 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.