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Northcape Wealth Management’s American Tower AMT Stock Holding History

Northcape Wealth Management’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 		$1.94M Buy
11,886
+193
+2% +$34.7K 0.51% 60
2026
Q1 		$2.02M Buy
11,693
+1,338
+13% +$241K 0.55% 58
2025
Q4 		$1.82M Sell
10,355
-696
-6% -$127K 0.51% 60
2025
Q3 		$2.13M Buy
11,051
+271
+3% +$56.5K 0.62% 51
2025
Q2 		$2.38M Buy
10,780
+72
+0.7% +$15.5K 0.73% 44
2025
Q1 		$2.33M Buy
10,708
+146
+1% +$28.6K 0.75% 43
2024
Q4 		$1.94M Sell
10,562
-58
-0.5% -$12K 0.63% 54
2024
Q3 		$2.47M Buy
10,620
+235
+2% +$52.1K 0.81% 46
2024
Q2 		$2.02M Buy
10,385
+36
+0.3% +$6.73K 0.73% 48
2024
Q1 		$2.04M Sell
10,349
-51
-0.5% -$10.2K 0.75% 47
2023
Q4 		$2.25M Sell
10,400
-121
-1% -$22.9K 0.81% 45
2023
Q3 		$1.73M Buy
10,521
+56
+0.5% +$10.2K 0.66% 51
2023
Q2 		$2.03M Buy
10,465
+216
+2% +$42.2K 0.73% 48
2023
Q1 		$2.09M Buy
10,249
+1,170
+13% +$245K 0.76% 44
2022
Q4 		$1.92M Sell
9,079
-448
-5% -$93.2K 1.07% 41
2022
Q3 		$2.04M Sell
9,527
-19
-0.2% -$4.88K 0.73% 51
2022
Q2 		$2.44M Sell
9,546
-33
-0.3% -$8.28K 0.93% 36
2022
Q1 		$2.41M Buy
9,579
+176
+2% +$42.9K 0.7% 44
2021
Q4 		$2.75M Buy
+9,403
New +$2.57M 0.93% 34

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

Northcape Wealth Management's AMT Position: Q2 2026 in Review

Northcape Wealth Management increased its American Tower (AMT) stake by 1.7% in Q2 2026, buying an estimated $34.7K and bringing the position to 11,886 shares worth $1.94M. The position accounts for 0.51% of the portfolio, ranked #60.

Northcape Wealth Management first reported a position in AMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.75M in Q4 2021. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Northcape Wealth Management held 11,886 shares of American Tower worth $1.94M as of Q2 2026.
  • Northcape Wealth Management bought 193 American Tower shares in Q2 2026, an estimated $34.7K.
  • American Tower made up 0.51% of Northcape Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Northcape Wealth Management first reported a position in American Tower in Q4 2021 and has held it in 19 quarters since.
  • Northcape Wealth Management's American Tower position peaked at $2.75M in Q4 2021.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Northcape Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.