SAG
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SageView Advisory Group’s American Tower AMT Stock Holding History

SageView Advisory 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 		$366K Buy
2,238
+285
+15% +$51.3K 0.01% 436
2026
Q1 		$337K Sell
1,953
-205
-9% -$36.9K 0.01% 440
2025
Q4 		$379K Sell
2,158
-130
-6% -$23.7K 0.01% 418
2025
Q3 		$440K Sell
2,288
-7,528
-77% -$1.57M 0.02% 414
2025
Q2 		$2.2M Buy
9,816
+1,017
+12% +$220K 0.08% 127
2025
Q1 		$1.91M Sell
8,799
-119
-1% -$23.3K 0.08% 134
2024
Q4 		$1.64M Sell
8,918
-1,170
-12% -$242K 0.07% 148
2024
Q3 		$2.35M Sell
10,088
-1,170
-10% -$259K 0.12% 101
2024
Q2 		$2.19M Buy
11,258
+1,854
+20% +$347K 0.1% 115
2024
Q1 		$1.86M Sell
9,404
-2,213
-19% -$441K 0.09% 118
2023
Q4 		$2.27M Buy
11,617
+2,628
+29% +$497K 0.1% 123
2023
Q3 		$1.48M Buy
8,989
+4,189
+87% +$765K 0.08% 146
2023
Q2 		$931K Buy
4,800
+3,194
+199% +$624K 0.05% 239
2023
Q1 		$328K Sell
1,606
-420
-21% -$88.1K 0.02% 372
2022
Q4 		$429K Buy
+2,026
New +$422K 0.03% 261

Other funds holding AMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SageView Advisory Group's AMT Position: Q2 2026 in Review

SageView Advisory Group increased its American Tower (AMT) stake by 15% in Q2 2026, buying an estimated $51.3K and bringing the position to 2,238 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #436.

SageView Advisory Group first reported a position in AMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.35M in Q3 2024. 1,141 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • SageView Advisory Group held 2,238 shares of American Tower worth $366K as of Q2 2026.
  • SageView Advisory Group bought 285 American Tower shares in Q2 2026, an estimated $51.3K.
  • American Tower made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #436 holding.
  • SageView Advisory Group first reported a position in American Tower in Q4 2022 and has held it in 15 quarters since.
  • SageView Advisory Group's American Tower position peaked at $2.35M in Q3 2024.
  • 1,141 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.