KF
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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
Q2 		$1.56M Buy
9,561
+4,130
+76% +$743K 0.05% 284
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 $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

Krilogy Financial's AMT Position: Q2 2026 in Review

Krilogy Financial increased its American Tower (AMT) stake by 76% in Q2 2026, buying an estimated $743K and bringing the position to 9,561 shares worth $1.56M. The position accounts for 0.05% of the portfolio, ranked #284.

Krilogy Financial first reported a position in AMT in Q3 2017 and has held it in 8 quarters since. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Krilogy Financial held 9,561 shares of American Tower worth $1.56M as of Q2 2026.
  • Krilogy Financial bought 4,130 American Tower shares in Q2 2026, an estimated $743K.
  • American Tower made up 0.05% of Krilogy Financial's portfolio in Q2 2026, its #284 holding.
  • Krilogy Financial first reported a position in American Tower in Q3 2017 and has held it in 8 quarters since.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.