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Moneta Group Investment Advisors’s American Tower AMT Stock Holding History

Moneta Group Investment Advisors’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 		$1.32M Buy
7,639
+35
+0.5% +$6.3K 0.01% 325
2025
Q4 		$1.34M Sell
7,604
-146
-2% -$26.6K 0.01% 316
2025
Q3 		$1.49M Buy
7,750
+67
+0.9% +$14K 0.01% 295
2025
Q2 		$1.7M Buy
7,683
+26
+0.3% +$5.61K 0.02% 244
2025
Q1 		$1.67M Sell
7,657
-42
-0.5% -$8.24K 0.02% 228
2024
Q4 		$1.41M Sell
7,699
-1,007
-12% -$209K 0.02% 249
2024
Q3 		$2.02M Buy
8,706
+601
+7% +$133K 0.03% 196
2024
Q2 		$1.58M Sell
8,105
-279
-3% -$52.1K 0.03% 213
2024
Q1 		$1.66M Sell
8,384
-96
-1% -$19.1K 0.03% 207
2023
Q4 		$1.83M Sell
8,480
-1,417
-14% -$268K 0.04% 180
2023
Q3 		$1.63M Sell
9,897
-868
-8% -$159K 0.04% 181
2023
Q2 		$2.09M Buy
10,765
+431
+4% +$84.3K 0.05% 161
2023
Q1 		$2.11M Buy
10,334
+647
+7% +$136K 0.05% 154
2022
Q4 		$2.16M Sell
9,687
-625
-6% -$130K 0.06% 140
2022
Q3 		$2.21M Sell
10,312
-1,085
-10% -$279K 0.08% 128
2022
Q2 		$2.91M Buy
11,397
+745
+7% +$187K 0.1% 120
2022
Q1 		$2.68M Sell
10,652
-131
-1% -$32K 0.11% 118
2021
Q4 		$3.15M Hold
10,783
– – 0.13% 106
2021
Q3 		$2.86M Sell
10,783
-152
-1% -$43.3K 0.13% 104
2021
Q2 		$2.95M Buy
10,935
+3,690
+51% +$940K 0.14% 111
2021
Q1 		$1.73M Buy
7,245
+1,649
+29% +$367K 0.09% 130
2020
Q4 		$1.26M Buy
5,596
+2,270
+68% +$528K 0.09% 130
2020
Q3 		$804K Buy
3,326
+325
+11% +$82.4K 0.07% 135
2020
Q2 		$776K Buy
3,001
+126
+4% +$31.2K 0.07% 124
2020
Q1 		$626K Sell
2,875
-1,215
-30% -$283K 0.07% 135
2019
Q4 		$940K Buy
4,090
+110
+3% +$24K 0.08% 123
2019
Q3 		$880K Buy
3,980
+1,226
+45% +$268K 0.08% 129
2019
Q2 		$563K Buy
2,754
+4
+0.1% +$804 0.06% 152
2019
Q1 		$542K Sell
2,750
-171
-6% -$30K 0.06% 139
2018
Q4 		$462K Sell
2,921
-2
-0.1% -$313 0.06% 145
2018
Q3 		$425K Sell
2,923
-249
-8% -$36.5K 0.04% 154
2018
Q2 		$457K Buy
3,172
+422
+15% +$58.6K 0.05% 181
2018
Q1 		$400K Sell
2,750
-3,104
-53% -$437K 0.05% 138
2017
Q4 		$835K Sell
5,854
-1,028
-15% -$147K 0.13% 84
2017
Q3 		$941K Buy
6,882
+3,132
+84% +$436K 0.15% 69
2017
Q2 		$496K Hold
3,750
– – 0.08% 125
2017
Q1 		$456K Sell
3,750
-226
-6% -$24.9K 0.09% 90
2016
Q4 		$420K Buy
3,976
+226
+6% +$24.6K 0.09% 103
2016
Q3 		$425K Hold
3,750
– – 0.1% 88
2016
Q2 		$426K Sell
3,750
-1,500
-29% -$160K 0.09% 119
2016
Q1 		$537K Hold
5,250
– – 0.12% 102
2015
Q4 		$509K Buy
5,250
+4,500
+600% +$438K 0.13% 77
2015
Q3 		$66K Buy
+750
New +$70.6K 0.02% 208

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

Moneta Group Investment Advisors's AMT Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its American Tower (AMT) stake by 0.46% in Q1 2026, buying an estimated $6.3K and bringing the position to 7,639 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #325.

Moneta Group Investment Advisors first reported a position in AMT in Q3 2015 and has held it in 43 quarters since. The position peaked at $3.15M in Q4 2021. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Moneta Group Investment Advisors held 7,639 shares of American Tower worth $1.32M as of Q1 2026.
  • Moneta Group Investment Advisors bought 35 American Tower shares in Q1 2026, an estimated $6.3K.
  • American Tower made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #325 holding.
  • Moneta Group Investment Advisors first reported a position in American Tower in Q3 2015 and has held it in 43 quarters since.
  • Moneta Group Investment Advisors's American Tower position peaked at $3.15M in Q4 2021.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.