Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s American Tower AMT Stock Holding History

Kovitz Investment Group Partners’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 		$2.99M Sell
18,301
-4,434
-20% -$798K 0.07% 175
2026
Q1 		$3.92M Buy
22,735
+18,752
+471% +$3.37M 0.09% 153
2025
Q4 		$699K Sell
3,983
-84,992
-96% -$15.5M 0.02% 359
2025
Q3 		$17.1M Buy
88,975
+2,947
+3% +$614K 0.07% 237
2025
Q2 		$19M Sell
86,028
-11,467
-12% -$2.48M 0.08% 203
2025
Q1 		$21.2M Buy
97,495
+9,286
+11% +$1.82M 0.11% 161
2024
Q4 		$16.2M Buy
88,209
+2,393
+3% +$496K 0.08% 204
2024
Q3 		$20M Buy
85,816
+4,862
+6% +$1.08M 0.14% 133
2024
Q2 		$15.7M Buy
80,954
+2,233
+3% +$417K 0.13% 117
2024
Q1 		$15.6M Buy
78,721
+40,275
+105% +$8.02M 0.2% 74
2023
Q4 		$8.3M Buy
38,446
+265
+0.7% +$50.1K 0.14% 89
2023
Q3 		$6.28M Sell
38,181
-839
-2% -$153K 0.11% 105
2023
Q2 		$7.57M Buy
39,020
+110
+0.3% +$21.5K 0.11% 94
2023
Q1 		$7.95M Sell
38,910
-3,550
-8% -$745K 0.14% 96
2022
Q4 		$9M Buy
42,460
+5,518
+15% +$1.15M 0.18% 79
2022
Q3 		$7.93M Buy
36,942
+15,026
+69% +$3.86M 0.18% 82
2022
Q2 		$5.6M Sell
21,916
-4,675
-18% -$1.17M 0.12% 127
2022
Q1 		$6.68M Buy
26,591
+11,694
+78% +$2.85M 0.13% 122
2021
Q4 		$3.34M Sell
14,897
-5,047
-25% -$1.38M 0.08% 164
2021
Q3 		$5.29M Sell
19,944
-5,371
-21% -$1.53M 0.11% 140
2021
Q2 		$6.84M Buy
25,315
+7,468
+42% +$1.9M 0.13% 116
2021
Q1 		$4.27M Buy
17,847
+3,050
+21% +$679K 0.1% 148
2020
Q4 		$3.32M Sell
14,797
-601
-4% -$140K 0.08% 161
2020
Q3 		$3.72M Buy
15,398
+1,037
+7% +$263K 0.1% 137
2020
Q2 		$3.71M Sell
14,361
-3,250
-18% -$804K 0.11% 127
2020
Q1 		$3.83M Sell
17,611
-1,385
-7% -$322K 0.14% 113
2019
Q4 		$4.37M Buy
18,996
+1,697
+10% +$370K 0.13% 118
2019
Q3 		$3.83M Sell
17,299
-1,690
-9% -$369K 0.12% 132
2019
Q2 		$3.88M Sell
18,989
-1,935
-9% -$389K 0.12% 127
2019
Q1 		$4.12M Buy
+20,924
New +$3.67M 0.13% 123

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

Kovitz Investment Group Partners's AMT Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its American Tower (AMT) stake by 20% in Q2 2026, selling an estimated $798K and leaving 18,301 shares worth $2.99M. The position accounts for 0.07% of the portfolio, ranked #175.

Kovitz Investment Group Partners first reported a position in AMT in Q1 2019 and has held it in 30 quarters since. The position peaked at $21.2M in Q1 2025. 1,754 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Kovitz Investment Group Partners held 18,301 shares of American Tower worth $2.99M as of Q2 2026.
  • Kovitz Investment Group Partners sold 4,434 American Tower shares in Q2 2026, an estimated $798K.
  • American Tower made up 0.07% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #175 holding.
  • Kovitz Investment Group Partners first reported a position in American Tower in Q1 2019 and has held it in 30 quarters since.
  • Kovitz Investment Group Partners's American Tower position peaked at $21.2M in Q1 2025.
  • 1,754 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.