Montecito Bank & Trust’s American Tower AMT Stock Holding History

Montecito Bank & Trust’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 Q3	$223K	Sell	1,360 -110	-7%	-$18.9K	0.03%	260
2026 Q2	$240K	Hold	1,470	–	–	0.04%	251
2026 Q1	$254K	Sell	1,470 -140	-9%	-$25.2K	0.04%	246
2025 Q4	$283K	Buy	1,610 +217	+16%	+$39.5K	0.05%	243
2025 Q3	$268K	Buy	+1,393	New	+$290K	0.04%	253
2025 Q1	$283K	Hold	1,301	–	–	0.05%	245
2024 Q4	$239K	Buy	1,301 +398	+44%	+$82.5K	0.04%	261
2024 Q3	$210K	Buy	+903	New	+$200K	0.04%	272

Other funds holding AMT

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Montecito Bank & Trust's AMT Position: Q3 2026 in Review

Montecito Bank & Trust reduced its American Tower (AMT) stake by 7.5% in Q3 2026, selling an estimated $18.9K and leaving 1,360 shares worth $223K. The position accounts for 0.03% of the portfolio, ranked #260.

Montecito Bank & Trust first reported a position in AMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $283K in Q1 2025. 488 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

Montecito Bank & Trust held 1,360 shares of American Tower worth $223K as of Q3 2026.
Montecito Bank & Trust sold 110 American Tower shares in Q3 2026, an estimated $18.9K.
American Tower made up 0.03% of Montecito Bank & Trust's portfolio in Q3 2026, its #260 holding.
Montecito Bank & Trust first reported a position in American Tower in Q3 2024 and has held it in 8 quarters since.
Montecito Bank & Trust's American Tower position peaked at $283K in Q1 2025.
488 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Montecito Bank & Trust's 13F filing for Q3 2026, filed 1 Oct 2026.