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Pine Valley Investments’s American Tower AMT Stock Holding History

Pine Valley Investments’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 		$1.41M Sell
8,553
-877
-9% -$158K 0.06% 262
2026
Q1 		$1.63M Sell
9,430
-4,645
-33% -$836K 0.07% 231
2025
Q4 		$2.48M Sell
14,075
-632
-4% -$115K 0.12% 170
2025
Q3 		$2.84M Buy
14,707
+2,587
+21% +$539K 0.14% 155
2025
Q2 		$2.69M Buy
12,120
+168
+1% +$36.3K 0.15% 151
2025
Q1 		$2.6M Sell
11,952
-633
-5% -$124K 0.16% 151
2024
Q4 		$2.32M Buy
12,585
+2,412
+24% +$500K 0.14% 161
2024
Q3 		$2.37M Sell
10,173
-242
-2% -$53.7K 0.14% 154
2024
Q2 		$2.04M Buy
10,415
+87
+0.8% +$16.3K 0.13% 159
2024
Q1 		$2.04M Buy
10,328
+303
+3% +$60.4K 0.14% 162
2023
Q4 		$2.18M Buy
10,025
+1,434
+17% +$271K 0.16% 144
2023
Q3 		$1.41M Buy
8,591
+1,470
+21% +$269K 0.13% 172
2023
Q2 		$1.39M Buy
7,121
+451
+7% +$88.2K 0.14% 157
2023
Q1 		$1.29M Buy
+6,670
New +$1.4M 0.19% 113

Other funds holding AMT

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Pine Valley Investments's AMT Position: Q2 2026 in Review

Pine Valley Investments reduced its American Tower (AMT) stake by 9.3% in Q2 2026, selling an estimated $158K and leaving 8,553 shares worth $1.41M. The position accounts for 0.06% of the portfolio, ranked #262.

Pine Valley Investments first reported a position in AMT in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.84M in Q3 2025. 879 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Pine Valley Investments held 8,553 shares of American Tower worth $1.41M as of Q2 2026.
  • Pine Valley Investments sold 877 American Tower shares in Q2 2026, an estimated $158K.
  • American Tower made up 0.06% of Pine Valley Investments's portfolio in Q2 2026, its #262 holding.
  • Pine Valley Investments first reported a position in American Tower in Q1 2023 and has held it in 14 quarters since.
  • Pine Valley Investments's American Tower position peaked at $2.84M in Q3 2025.
  • 879 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.