PF
AMT icon

Phoenix Financial’s American Tower AMT Stock Holding History

Phoenix Financial’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 		– Sell
-3,397
Closed -$586K – 524
2026
Q1 		$586K Sell
3,397
-250
-7% -$45K 0.01% 286
2025
Q4 		$640K Buy
3,647
+1,851
+103% +$337K 0.01% 271
2025
Q3 		$345K Sell
1,796
-1,250
-41% -$260K ﹤0.01% 355
2025
Q2 		$672K Buy
3,046
+1,500
+97% +$324K 0.01% 265
2025
Q1 		$338K Sell
1,546
-175
-10% -$34.3K 0.01% 284
2024
Q4 		$316K Sell
1,721
-31,109
-95% -$6.45M ﹤0.01% 305
2024
Q3 		$7.64M Buy
32,830
+7,329
+29% +$1.63M 0.11% 106
2024
Q2 		$5M Sell
25,501
-2,215
-8% -$414K 0.08% 138
2024
Q1 		$5.48M Buy
27,716
+3,973
+17% +$791K 0.08% 130
2023
Q4 		$5.76M Buy
23,743
+1,773
+8% +$335K 0.1% 110
2023
Q3 		$3.61M Buy
21,970
+3,560
+19% +$650K 0.07% 135
2023
Q2 		$3.59M Buy
18,410
+4,089
+29% +$799K 0.07% 113
2023
Q1 		$2.92M Buy
14,321
+3,767
+36% +$790K 0.07% 124
2022
Q4 		$2.28M Sell
10,554
-384
-4% -$79.9K 0.04% 129
2022
Q3 		$2.36M Buy
10,938
+1,626
+17% +$418K 0.05% 133
2022
Q2 		$2.4M Sell
9,312
-121
-1% -$30.4K 0.05% 151
2022
Q1 		$2.37M Buy
9,433
+8,425
+836% +$2.06M 0.04% 177
2021
Q4 		$292K Sell
1,008
-146
-13% -$39.9K ﹤0.01% 333
2021
Q3 		$310K Buy
+1,154
New +$329K 0.01% 358
2021
Q2 		– Sell
-982
Closed -$233K – 303
2021
Q1 		$233K Buy
+982
New +$219K 0.01% 370

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

Phoenix Financial's AMT Position: Q2 2026 in Review

Phoenix Financial sold out of American Tower (AMT) in Q2 2026, closing a stake of 3,397 shares — an estimated $586K sold.

Phoenix Financial first reported a position in AMT in Q1 2021 and held it in 20 quarters. The position peaked at $7.64M in Q3 2024. 1,758 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Phoenix Financial reported no remaining American Tower position as of Q2 2026 after selling out during the quarter.
  • Phoenix Financial sold 3,397 American Tower shares in Q2 2026, an estimated $586K.
  • Phoenix Financial first reported a position in American Tower in Q1 2021 and held it in 20 quarters.
  • Phoenix Financial's American Tower position peaked at $7.64M in Q3 2024.
  • 1,758 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.