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Plancorp LLC’s American Tower AMT Stock Holding History

Plancorp LLC’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
2025
Q4 		– Sell
-1,096
Closed -$211K – 366
2025
Q3 		$211K Sell
1,096
-334
-23% -$69.6K 0.01% 357
2025
Q2 		$316K Sell
1,430
-116
-8% -$25K 0.01% 287
2025
Q1 		$336K Buy
+1,546
New +$303K 0.01% 264
2024
Q2 		– Sell
-1,069
Closed -$211K – 294
2024
Q1 		$211K Buy
1,069
+133
+14% +$26.5K 0.01% 278
2023
Q4 		$202K Buy
+936
New +$177K 0.01% 270
2023
Q2 		– Sell
-5,802
Closed -$1.19M – 243
2023
Q1 		$1.19M Buy
+5,802
New +$1.22M 0.07% 95

Other funds holding AMT

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Plancorp LLC's AMT Position: Q4 2025 in Review

Plancorp LLC sold out of American Tower (AMT) in Q4 2025, closing a stake of 1,096 shares — an estimated $211K sold.

Plancorp LLC first reported a position in AMT in Q1 2023 and held it in 6 quarters. The position peaked at $1.19M in Q1 2023. 1,774 funds tracked by Wall St. Rank hold AMT as of Q4 2025.

  • Plancorp LLC reported no remaining American Tower position as of Q4 2025 after selling out during the quarter.
  • Plancorp LLC sold 1,096 American Tower shares in Q4 2025, an estimated $211K.
  • Plancorp LLC first reported a position in American Tower in Q1 2023 and held it in 6 quarters.
  • Plancorp LLC's American Tower position peaked at $1.19M in Q1 2023.
  • 1,774 funds tracked by Wall St. Rank held American Tower as of Q4 2025.

Based on Plancorp LLC's 13F filing for Q4 2025, filed 5 Feb 2026.