Shorepoint Capital Partners’s American Tower AMT Stock Holding History

Shorepoint Capital Partners’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 Q3	$3.04M	Buy	+15,817	New	+$3.3M	0.61%	61
2023 Q3	–	Sell	-2,876	Closed	-$558K	–	104
2023 Q2	$558K	Sell	2,876 -1,000	-26%	-$196K	0.16%	91
2023 Q1	$792K	Sell	3,876 -3,712	-49%	-$779K	0.23%	87
2022 Q4	$1.61M	Buy	7,588 +3,739	+97%	+$778K	0.45%	71
2022 Q3	$826K	Buy	3,849 +46	+1%	+$11.8K	0.39%	62
2022 Q2	$972K	Buy	3,803 +169	+5%	+$42.4K	0.41%	66
2022 Q1	$913K	Buy	3,634 +114	+3%	+$27.8K	0.38%	60
2021 Q4	$1.03M	Buy	3,520 +70	+2%	+$19.1K	0.42%	61
2021 Q3	$916K	Buy	+3,450	New	+$983K	0.41%	61
2021 Q1	$818K	Buy	+3,421	New	+$762K	0.44%	61

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Shorepoint Capital Partners's AMT Position: Q3 2025 in Review

Shorepoint Capital Partners opened a new position in American Tower (AMT) in Q3 2025: 15,817 shares worth $3.04M. The stake represents 0.61% of the portfolio and ranks #61 among its holdings. This is a return to the name: Shorepoint Capital Partners previously reported a position in AMT as recently as Q2 2023.

Shorepoint Capital Partners first reported a position in AMT in Q1 2021 and has held it in 10 quarters since. 1,794 funds tracked by Wall St. Rank hold AMT as of Q3 2025.

Shorepoint Capital Partners held 15,817 shares of American Tower worth $3.04M as of Q3 2025.
American Tower was a new Shorepoint Capital Partners position in Q3 2025.
American Tower made up 0.61% of Shorepoint Capital Partners's portfolio in Q3 2025, its #61 holding.
Shorepoint Capital Partners first reported a position in American Tower in Q1 2021 and has held it in 10 quarters since.
1,794 funds tracked by Wall St. Rank held American Tower as of Q3 2025.

Based on Shorepoint Capital Partners's 13F filing for Q3 2025, filed 3 Oct 2025.