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Portside Wealth Group’s American Tower AMT Stock Holding History

Portside Wealth Group’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 		$1.66M Sell
10,172
-505
-5% -$90.9K 0.19% 121
2026
Q1 		$1.84M Buy
10,677
+1,320
+14% +$238K 0.25% 98
2025
Q4 		$1.64M Buy
9,357
+3,026
+48% +$551K 0.22% 106
2025
Q3 		$1.22M Buy
6,331
+690
+12% +$144K 0.17% 138
2025
Q2 		$1.25M Buy
5,641
+223
+4% +$48.1K 0.18% 122
2025
Q1 		$1.18M Buy
5,418
+87
+2% +$17.1K 0.19% 117
2024
Q4 		$978K Sell
5,331
-364
-6% -$75.4K 0.16% 140
2024
Q3 		$1.32M Buy
5,695
+81
+1% +$18K 0.23% 102
2024
Q2 		$1.09M Buy
5,614
+1,768
+46% +$330K 0.21% 113
2024
Q1 		$760K Buy
+3,846
New +$766K 0.14% 160

Other funds holding AMT

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Portside Wealth Group's AMT Position: Q2 2026 in Review

Portside Wealth Group reduced its American Tower (AMT) stake by 4.7% in Q2 2026, selling an estimated $90.9K and leaving 10,172 shares worth $1.66M. The position accounts for 0.19% of the portfolio, ranked #121.

Portside Wealth Group first reported a position in AMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.84M in Q1 2026. 264 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Portside Wealth Group held 10,172 shares of American Tower worth $1.66M as of Q2 2026.
  • Portside Wealth Group sold 505 American Tower shares in Q2 2026, an estimated $90.9K.
  • American Tower made up 0.19% of Portside Wealth Group's portfolio in Q2 2026, its #121 holding.
  • Portside Wealth Group first reported a position in American Tower in Q1 2024 and has held it in 10 quarters since.
  • Portside Wealth Group's American Tower position peaked at $1.84M in Q1 2026.
  • 264 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.