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Sage Mountain Advisors’s American Tower AMT Stock Holding History

Sage Mountain 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
Q1 		– Sell
-3,944
Closed -$692K – 301
2025
Q4 		$692K Sell
3,944
-870
-18% -$158K 0.04% 220
2025
Q3 		$926K Buy
4,814
+861
+22% +$179K 0.05% 172
2025
Q2 		$874K Buy
3,953
+1,323
+50% +$286K 0.06% 161
2025
Q1 		$572K Buy
2,630
+497
+23% +$97.5K 0.04% 201
2024
Q4 		$391K Buy
2,133
+101
+5% +$20.9K 0.03% 248
2024
Q3 		$473K Buy
2,032
+332
+20% +$73.6K 0.04% 210
2024
Q2 		$330K Sell
1,700
-142
-8% -$26.5K 0.03% 231
2024
Q1 		$364K Buy
1,842
+555
+43% +$111K 0.04% 209
2023
Q4 		$278K Buy
1,287
+36
+3% +$6.8K 0.03% 216
2023
Q3 		$206K Buy
1,251
+183
+17% +$33.4K 0.03% 246
2023
Q2 		$207K Buy
1,068
+57
+6% +$11.1K 0.03% 243
2023
Q1 		$207K Buy
+1,011
New +$212K 0.03% 228
2022
Q1 		– Sell
-868
Closed -$254K – 620
2021
Q4 		$254K Sell
868
-123
-12% -$33.6K 0.03% 476
2021
Q3 		$263K Buy
+991
New +$282K 0.04% 384

Other funds holding AMT

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

Sage Mountain Advisors's AMT Position: Q1 2026 in Review

Sage Mountain Advisors sold out of American Tower (AMT) in Q1 2026, closing a stake of 3,944 shares — an estimated $692K sold.

Sage Mountain Advisors first reported a position in AMT in Q3 2021 and held it in 14 quarters. The position peaked at $926K in Q3 2025. 1,749 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Sage Mountain Advisors reported no remaining American Tower position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 3,944 American Tower shares in Q1 2026, an estimated $692K.
  • Sage Mountain Advisors first reported a position in American Tower in Q3 2021 and held it in 14 quarters.
  • Sage Mountain Advisors's American Tower position peaked at $926K in Q3 2025.
  • 1,749 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.