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Krilogy Financial’s American Tower AMT Stock Holding History

Krilogy Financial’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 		$970K Sell
5,431
-1,170
-18% -$211K 0.03% 381
2025
Q4 		$1.18M Buy
6,601
+783
+13% +$142K 0.04% 313
2025
Q3 		$1.04M Buy
+5,818
New +$1.21M 0.04% 323
2023
Q2 		– Sell
-1,058
Closed -$216K – 214
2023
Q1 		$216K Buy
+1,058
New +$222K 0.02% 376
2018
Q2 		– Sell
-9
Closed -$1K – 177
2018
Q1 		$1K Hold
9
– – ﹤0.01% 720
2017
Q4 		$1K Hold
9
– – ﹤0.01% 723
2017
Q3 		$1K Buy
+9
New +$1.25K ﹤0.01% 760

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

Krilogy Financial's AMT Position: Q1 2026 in Review

Krilogy Financial reduced its American Tower (AMT) stake by 18% in Q1 2026, selling an estimated $211K and leaving 5,431 shares worth $970K. The position accounts for 0.03% of the portfolio, ranked #381.

Krilogy Financial first reported a position in AMT in Q3 2017 and has held it in 7 quarters since. The position peaked at $1.18M in Q4 2025. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Krilogy Financial held 5,431 shares of American Tower worth $970K as of Q1 2026.
  • Krilogy Financial sold 1,170 American Tower shares in Q1 2026, an estimated $211K.
  • American Tower made up 0.03% of Krilogy Financial's portfolio in Q1 2026, its #381 holding.
  • Krilogy Financial first reported a position in American Tower in Q3 2017 and has held it in 7 quarters since.
  • Krilogy Financial's American Tower position peaked at $1.18M in Q4 2025.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.