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LifeSteps Financial’s American Tower AMT Stock Holding History

LifeSteps 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 		$2.45K Buy
+15
New +$2.7K ﹤0.01% 648
2024
Q2 		– Sell
-120
Closed -$23.7K – 100
2024
Q1 		$23.7K Buy
+120
New +$23.9K 0.02% 215

Other funds holding AMT

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

LifeSteps Financial's AMT Position: Q2 2026 in Review

LifeSteps Financial opened a new position in American Tower (AMT) in Q2 2026: 15 shares worth $2.45K. The stake represents ﹤0.01% of the portfolio and ranks #648 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in AMT as recently as Q1 2024.

LifeSteps Financial first reported a position in AMT in Q1 2024 and has held it in 2 quarters since. The position peaked at $23.7K in Q1 2024. 482 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • LifeSteps Financial held 15 shares of American Tower worth $2.45K as of Q2 2026.
  • American Tower was a new LifeSteps Financial position in Q2 2026.
  • American Tower made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #648 holding.
  • LifeSteps Financial first reported a position in American Tower in Q1 2024 and has held it in 2 quarters since.
  • LifeSteps Financial's American Tower position peaked at $23.7K in Q1 2024.
  • 482 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.