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 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 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

Kestra Advisory Services's AMT Position: Q1 2026 in Review

Kestra Advisory Services reduced its American Tower (AMT) stake by 11% in Q1 2026, selling an estimated $553K and leaving 25,923 shares worth $4.47M. The position accounts for 0.02% of the portfolio, ranked #858.

Kestra Advisory Services first reported a position in AMT in Q3 2021 and has held it in 14 quarters since. The position peaked at $8.27M in Q2 2024. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Kestra Advisory Services held 25,923 shares of American Tower worth $4.47M as of Q1 2026.
Kestra Advisory Services sold 3,071 American Tower shares in Q1 2026, an estimated $553K.
American Tower made up 0.02% of Kestra Advisory Services's portfolio in Q1 2026, its #858 holding.
Kestra Advisory Services first reported a position in American Tower in Q3 2021 and has held it in 14 quarters since.
Kestra Advisory Services's American Tower position peaked at $8.27M in Q2 2024.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.