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ProVise Management Group’s American Tower AMT Stock Holding History

ProVise Management 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 		$4.14M Buy
25,282
+6,395
+34% +$1.15M 0.28% 76
2026
Q1 		$3.26M Buy
18,887
+1,776
+10% +$320K 0.23% 82
2025
Q4 		$3M Sell
17,111
-605
-3% -$110K 0.21% 87
2025
Q3 		$3.41M Sell
17,716
-34
-0.2% -$7.08K 0.25% 82
2025
Q2 		$3.92M Buy
17,750
+956
+6% +$206K 0.31% 75
2025
Q1 		$3.65M Buy
16,794
+651
+4% +$128K 0.31% 78
2024
Q4 		$2.96M Sell
16,143
-542
-3% -$112K 0.25% 87
2024
Q3 		$3.88M Buy
16,685
+1,464
+10% +$325K 0.31% 83
2024
Q2 		$2.96M Buy
15,221
+4,953
+48% +$926K 0.25% 94
2024
Q1 		$2.03M Buy
+10,268
New +$2.05M 0.18% 114

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 $3.37T AUM 44.26% 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

ProVise Management Group's AMT Position: Q2 2026 in Review

ProVise Management Group increased its American Tower (AMT) stake by 34% in Q2 2026, buying an estimated $1.15M and bringing the position to 25,282 shares worth $4.14M. The position accounts for 0.28% of the portfolio, ranked #76.

ProVise Management Group first reported a position in AMT in Q1 2024 and has held it in 10 quarters since. 1,752 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • ProVise Management Group held 25,282 shares of American Tower worth $4.14M as of Q2 2026.
  • ProVise Management Group bought 6,395 American Tower shares in Q2 2026, an estimated $1.15M.
  • American Tower made up 0.28% of ProVise Management Group's portfolio in Q2 2026, its #76 holding.
  • ProVise Management Group first reported a position in American Tower in Q1 2024 and has held it in 10 quarters since.
  • 1,752 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on ProVise Management Group's 13F filing for Q2 2026, filed 3 Aug 2026.