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 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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Operose Advisors's AMT Position: Q1 2026 in Review

Operose Advisors sold out of American Tower (AMT) in Q1 2026, closing a stake of 150 shares — an estimated $26.3K sold.

Operose Advisors first reported a position in AMT in Q4 2021 and held it in 17 quarters. The position peaked at $63.3K in Q3 2024. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Operose Advisors reported no remaining American Tower position as of Q1 2026 after selling out during the quarter.
Operose Advisors sold 150 American Tower shares in Q1 2026, an estimated $26.3K.
Operose Advisors first reported a position in American Tower in Q4 2021 and held it in 17 quarters.
Operose Advisors's American Tower position peaked at $63.3K in Q3 2024.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

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