PFA
AMT icon

Pure Financial Advisors’s American Tower AMT Stock Holding History

Pure Financial Advisors’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 		$328K Sell
2,006
-198
-9% -$35.6K ﹤0.01% 477
2026
Q1 		$380K Buy
2,204
+522
+31% +$93.9K 0.01% 397
2025
Q4 		$295K Buy
+1,682
New +$306K ﹤0.01% 421

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 $3.38T AUM 44.17% 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

Pure Financial Advisors's AMT Position: Q2 2026 in Review

Pure Financial Advisors reduced its American Tower (AMT) stake by 9% in Q2 2026, selling an estimated $35.6K and leaving 2,006 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Pure Financial Advisors first reported a position in AMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $380K in Q1 2026. 1,758 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Pure Financial Advisors held 2,006 shares of American Tower worth $328K as of Q2 2026.
  • Pure Financial Advisors sold 198 American Tower shares in Q2 2026, an estimated $35.6K.
  • American Tower made up ﹤0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #477 holding.
  • Pure Financial Advisors first reported a position in American Tower in Q4 2025 and has held it in 3 quarters since.
  • Pure Financial Advisors's American Tower position peaked at $380K in Q1 2026.
  • 1,758 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.