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Operose Advisors’s American Tower AMT Stock Holding History

Operose 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
Q2 		$25K Buy
+153
New +$27.5K ﹤0.01% 370
2026
Q1 		– Sell
-150
Closed -$26.3K – 596
2025
Q4 		$26.3K Hold
150
– – 0.01% 327
2025
Q3 		$28.8K Hold
150
– – 0.01% 299
2025
Q2 		$33.2K Sell
150
-32
-18% -$6.91K 0.01% 262
2025
Q1 		$39.6K Hold
182
– – 0.01% 230
2024
Q4 		$33.4K Sell
182
-90
-33% -$18.6K 0.01% 240
2024
Q3 		$63.3K Buy
272
+62
+30% +$13.7K 0.02% 241
2024
Q2 		$40.8K Hold
210
– – 0.01% 258
2024
Q1 		$41.5K Hold
210
– – 0.01% 269
2023
Q4 		$45.3K Sell
210
-130
-38% -$24.6K 0.02% 232
2023
Q3 		$55.9K Buy
340
+190
+127% +$34.7K 0.02% 291
2023
Q2 		$29.1K Hold
150
– – 0.01% 200
2023
Q1 		$30.7K Hold
150
– – 0.02% 192
2022
Q4 		$31.8K Hold
150
– – 0.02% 189
2022
Q3 		$32K Hold
150
– – 0.02% 181
2022
Q2 		$38K Hold
150
– – 0.03% 155
2022
Q1 		$38K Hold
150
– – 0.03% 168
2021
Q4 		$44K Buy
+150
New +$41K 0.04% 148

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 $3.38T AUM 44.17% 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

Operose Advisors's AMT Position: Q2 2026 in Review

Operose Advisors opened a new position in American Tower (AMT) in Q2 2026: 153 shares worth $25K. The stake represents ﹤0.01% of the portfolio and ranks #370 among its holdings. This is a return to the name: Operose Advisors previously reported a position in AMT as recently as Q4 2025.

Operose Advisors first reported a position in AMT in Q4 2021 and has held it in 18 quarters since. The position peaked at $63.3K in Q3 2024. 1,758 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Operose Advisors held 153 shares of American Tower worth $25K as of Q2 2026.
  • American Tower was a new Operose Advisors position in Q2 2026.
  • American Tower made up ﹤0.01% of Operose Advisors's portfolio in Q2 2026, its #370 holding.
  • Operose Advisors first reported a position in American Tower in Q4 2021 and has held it in 18 quarters since.
  • Operose Advisors's American Tower position peaked at $63.3K in Q3 2024.
  • 1,758 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.