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Sheaff Brock Investment Advisors’s American Tower AMT Stock Holding History

Sheaff Brock Investment 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
2025
Q1 		$1.32M Buy
6,068
+306
+5% +$60K 0.12% 145
2024
Q4 		$1.06M Sell
5,762
-623
-10% -$129K 0.09% 166
2024
Q3 		$1.48M Sell
6,385
-60
-0.9% -$13.3K 0.13% 132
2024
Q2 		$1.25M Sell
6,445
-946
-13% -$177K 0.12% 143
2024
Q1 		$1.46M Buy
7,391
+182
+3% +$36.3K 0.09% 139
2023
Q4 		$1.56M Buy
7,209
+264
+4% +$49.9K 0.12% 125
2023
Q3 		$1.14M Sell
6,945
-82
-1% -$15K 0.1% 148
2023
Q2 		$1.36M Buy
7,027
+33
+0.5% +$6.45K 0.11% 133
2023
Q1 		$1.43M Buy
6,994
+644
+10% +$135K 0.13% 127
2022
Q4 		$1.35M Buy
6,350
+153
+2% +$31.8K 0.13% 127
2022
Q3 		$1.33M Buy
6,197
+95
+2% +$24.4K 0.14% 114
2022
Q2 		$1.56M Buy
6,102
+188
+3% +$47.2K 0.13% 102
2022
Q1 		$1.49M Buy
5,914
+117
+2% +$28.6K 0.1% 129
2021
Q4 		$1.7M Buy
5,797
+385
+7% +$105K 0.11% 124
2021
Q3 		$1.44M Buy
5,412
+63
+1% +$18K 0.11% 138
2021
Q2 		$1.45M Buy
5,349
+342
+7% +$87.2K 0.1% 125
2021
Q1 		$1.2M Buy
5,007
+1,173
+31% +$261K 0.09% 141
2020
Q4 		$861K Sell
3,834
-49
-1% -$11.4K 0.07% 160
2020
Q3 		$939K Buy
3,883
+27
+0.7% +$6.84K 0.09% 141
2020
Q2 		$997K Sell
3,856
-651
-14% -$161K 0.1% 122
2020
Q1 		$981K Buy
4,507
+276
+7% +$64.2K 0.13% 100
2019
Q4 		$972K Buy
4,231
+690
+19% +$150K 0.09% 148
2019
Q3 		$783K Buy
3,541
+573
+19% +$125K 0.08% 172
2019
Q2 		$607K Buy
2,968
+111
+4% +$22.3K 0.07% 209
2019
Q1 		$563K Buy
2,857
+191
+7% +$33.5K 0.07% 234
2018
Q4 		$422K Buy
+2,666
New +$417K 0.07% 257

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Sheaff Brock Investment Advisors's AMT Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its American Tower (AMT) stake by 5.3% in Q1 2025, buying an estimated $60K and bringing the position to 6,068 shares worth $1.32M. The position accounts for 0.12% of the portfolio, ranked #145.

Sheaff Brock Investment Advisors first reported a position in AMT in Q4 2018 and has held it in 26 quarters since. The position peaked at $1.7M in Q4 2021. 1,840 funds tracked by Wall St. Rank hold AMT as of Q1 2025.

  • Sheaff Brock Investment Advisors held 6,068 shares of American Tower worth $1.32M as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 306 American Tower shares in Q1 2025, an estimated $60K.
  • American Tower made up 0.12% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #145 holding.
  • Sheaff Brock Investment Advisors first reported a position in American Tower in Q4 2018 and has held it in 26 quarters since.
  • Sheaff Brock Investment Advisors's American Tower position peaked at $1.7M in Q4 2021.
  • 1,840 funds tracked by Wall St. Rank held American Tower as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.