LIG
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Lokken Investment Group’s American Tower AMT Stock Holding History

Lokken Investment Group’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
2025
Q3 		– Sell
-1,052
Closed -$233K – 149
2025
Q2 		$233K Buy
1,052
+71
+7% +$15.3K 0.09% 119
2025
Q1 		$214K Sell
981
-173
-15% -$33.9K 0.09% 123
2024
Q4 		$212K Sell
1,154
-125
-10% -$25.9K 0.09% 129
2024
Q3 		$297K Buy
1,279
+5
+0.4% +$1.11K 0.12% 112
2024
Q2 		$248K Buy
1,274
+9
+0.7% +$1.68K 0.12% 121
2024
Q1 		$250K Sell
1,265
-69
-5% -$13.7K 0.12% 119
2023
Q4 		$288K Sell
1,334
-2,307
-63% -$436K 0.16% 101
2023
Q3 		$599K Buy
3,641
+18
+0.5% +$3.29K 0.39% 60
2023
Q2 		$703K Buy
3,623
+603
+20% +$118K 0.46% 54
2023
Q1 		$617K Buy
3,020
+215
+8% +$45.1K 0.47% 52
2022
Q4 		$594K Buy
2,805
+268
+11% +$55.8K 0.47% 50
2022
Q3 		$545K Buy
2,537
+134
+6% +$34.4K 0.47% 48
2022
Q2 		$614K Buy
2,403
+109
+5% +$27.4K 0.5% 44
2022
Q1 		$553K Buy
2,294
+380
+20% +$92.7K 0.44% 49
2021
Q4 		$560K Buy
1,914
+58
+3% +$15.8K 0.4% 52
2021
Q3 		$493K Sell
1,856
-18
-1% -$5.13K 0.39% 52
2021
Q2 		$506K Buy
1,874
+146
+8% +$37.2K 0.41% 55
2021
Q1 		$413K Buy
1,728
+19
+1% +$4.23K 0.36% 64
2020
Q4 		$384K Buy
+1,709
New +$397K 0.35% 58

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lokken Investment Group's AMT Position: Q3 2025 in Review

Lokken Investment Group sold out of American Tower (AMT) in Q3 2025, closing a stake of 1,052 shares — an estimated $233K sold.

Lokken Investment Group first reported a position in AMT in Q4 2020 and held it in 19 quarters. The position peaked at $703K in Q2 2023. 1,798 funds tracked by Wall St. Rank hold AMT as of Q3 2025.

  • Lokken Investment Group reported no remaining American Tower position as of Q3 2025 after selling out during the quarter.
  • Lokken Investment Group sold 1,052 American Tower shares in Q3 2025, an estimated $233K.
  • Lokken Investment Group first reported a position in American Tower in Q4 2020 and held it in 19 quarters.
  • Lokken Investment Group's American Tower position peaked at $703K in Q2 2023.
  • 1,798 funds tracked by Wall St. Rank held American Tower as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.