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Kestra Private Wealth Services’s American Tower AMT Stock Holding History

Kestra Private Wealth 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 		$3.53M Sell
20,431
-14,455
-41% -$2.6M 0.04% 407
2025
Q4 		$6.12M Sell
34,886
-1,435
-4% -$261K 0.08% 270
2025
Q3 		$6.99M Sell
36,321
-1,951
-5% -$406K 0.09% 239
2025
Q2 		$8.46M Buy
38,272
+3,186
+9% +$688K 0.12% 196
2025
Q1 		$7.63M Buy
35,086
+2,949
+9% +$579K 0.13% 180
2024
Q4 		$5.89M Buy
32,137
+1,722
+6% +$357K 0.1% 217
2024
Q3 		$7.07M Buy
30,415
+1,175
+4% +$261K 0.13% 171
2024
Q2 		$5.73M Buy
29,240
+232
+0.8% +$43.4K 0.11% 198
2024
Q1 		$5.73M Buy
29,008
+25,179
+658% +$5.02M 0.13% 178
2023
Q4 		$827K Sell
3,829
-2,812
-42% -$531K 0.02% 575
2023
Q3 		$1.09M Buy
+6,641
New +$1.21M 0.03% 440
2023
Q2 		– Sell
-5,052
Closed -$1.03M – 1089
2023
Q1 		$1.03M Buy
+5,052
New +$1.06M 0.04% 401
2022
Q4 		– Sell
-3,947
Closed -$847K – 899
2022
Q3 		$847K Buy
+3,947
New +$1.01M 0.05% 363
2021
Q4 		– Sell
-3,907
Closed -$1.04M – 988
2021
Q3 		$1.04M Hold
3,907
– – 0.06% 338
2021
Q2 		$1.05M Buy
+3,907
New +$996K 0.06% 316
2021
Q1 		– Sell
-4,503
Closed -$992K – 797
2020
Q4 		$992K Sell
4,503
-8,964
-67% -$2.08M 0.07% 270
2020
Q3 		$3.26M Buy
+13,467
New +$3.41M 0.28% 82

Other funds holding AMT

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Kestra Private Wealth Services's AMT Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its American Tower (AMT) stake by 41% in Q1 2026, selling an estimated $2.6M and leaving 20,431 shares worth $3.53M. The position accounts for 0.04% of the portfolio, ranked #407.

Kestra Private Wealth Services first reported a position in AMT in Q3 2020 and has held it in 17 quarters since. The position peaked at $8.46M in Q2 2025. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Kestra Private Wealth Services held 20,431 shares of American Tower worth $3.53M as of Q1 2026.
  • Kestra Private Wealth Services sold 14,455 American Tower shares in Q1 2026, an estimated $2.6M.
  • American Tower made up 0.04% of Kestra Private Wealth Services's portfolio in Q1 2026, its #407 holding.
  • Kestra Private Wealth Services first reported a position in American Tower in Q3 2020 and has held it in 17 quarters since.
  • Kestra Private Wealth Services's American Tower position peaked at $8.46M in Q2 2025.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.