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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

ProVise Management Group's AMT Position: Q1 2026 in Review

ProVise Management Group increased its American Tower (AMT) stake by 10% in Q1 2026, buying an estimated $320K and bringing the position to 18,887 shares worth $3.26M. The position accounts for 0.23% of the portfolio, ranked #82.

ProVise Management Group first reported a position in AMT in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.92M in Q2 2025. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

ProVise Management Group held 18,887 shares of American Tower worth $3.26M as of Q1 2026.
ProVise Management Group bought 1,776 American Tower shares in Q1 2026, an estimated $320K.
American Tower made up 0.23% of ProVise Management Group's portfolio in Q1 2026, its #82 holding.
ProVise Management Group first reported a position in American Tower in Q1 2024 and has held it in 9 quarters since.
ProVise Management Group's American Tower position peaked at $3.92M in Q2 2025.
1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on ProVise Management Group's 13F filing for Q1 2026, filed 7 May 2026.