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SBI Okasan Asset Management’s American Tower AMT Stock Holding History

SBI Okasan Asset Management’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 		$1.27M Sell
7,500
-1,000
-12% -$180K 0.04% 106
2026
Q1 		$1.45M Hold
8,500
– – 0.06% 62
2025
Q4 		$1.49M Buy
+8,500
New +$1.55M 0.08% 75

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

SBI Okasan Asset Management's AMT Position: Q2 2026 in Review

SBI Okasan Asset Management reduced its American Tower (AMT) stake by 12% in Q2 2026, selling an estimated $180K and leaving 7,500 shares worth $1.27M. The position accounts for 0.04% of the portfolio, ranked #106.

SBI Okasan Asset Management first reported a position in AMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.49M in Q4 2025. 1,749 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • SBI Okasan Asset Management held 7,500 shares of American Tower worth $1.27M as of Q2 2026.
  • SBI Okasan Asset Management sold 1,000 American Tower shares in Q2 2026, an estimated $180K.
  • American Tower made up 0.04% of SBI Okasan Asset Management's portfolio in Q2 2026, its #106 holding.
  • SBI Okasan Asset Management first reported a position in American Tower in Q4 2025 and has held it in 3 quarters since.
  • SBI Okasan Asset Management's American Tower position peaked at $1.49M in Q4 2025.
  • 1,749 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on SBI Okasan Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.