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Sonora Investment Management Group’s American Tower AMT Stock Holding History

Sonora Investment Management 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
2025
Q3 		$848K Sell
4,409
-105
-2% -$21.9K 0.06% 136
2025
Q2 		$998K Sell
4,514
-617
-12% -$133K 0.07% 133
2025
Q1 		$1.12M Sell
5,131
-278
-5% -$54.5K 0.09% 121
2024
Q4 		$992K Sell
5,409
-145
-3% -$30K 0.08% 132
2024
Q3 		$1.29M Sell
5,554
-260
-4% -$57.6K 0.1% 125
2024
Q2 		$1.15M Hold
5,814
– – 0.09% 134
2024
Q1 		$1.15M Sell
5,814
-127
-2% -$25.3K 0.09% 134
2023
Q4 		$1.28M Sell
5,941
-26
-0.4% -$4.91K 0.1% 123
2023
Q3 		$981K Sell
5,967
-87
-1% -$15.9K 0.08% 140
2023
Q2 		$1.17M Sell
6,054
-246
-4% -$48.1K 0.1% 127
2023
Q1 		$1.29M Sell
6,300
-112
-2% -$23.5K 0.11% 120
2022
Q4 		$1.36M Sell
6,412
-397
-6% -$82.6K 0.12% 119
2022
Q3 		$1.74M Hold
6,809
– – 0.22% 85
2022
Q2 		$1.74M Sell
6,809
-124
-2% -$31.1K 0.16% 114
2022
Q1 		$1.74M Sell
6,933
-65
-0.9% -$15.9K 0.2% 93
2021
Q4 		$2.05M Buy
+6,998
New +$1.91M 0.24% 84

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sonora Investment Management Group's AMT Position: Q3 2025 in Review

Sonora Investment Management Group reduced its American Tower (AMT) stake by 2.3% in Q3 2025, selling an estimated $21.9K and leaving 4,409 shares worth $848K. The position accounts for 0.06% of the portfolio, ranked #136.

Sonora Investment Management Group first reported a position in AMT in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.05M in Q4 2021. 1,798 funds tracked by Wall St. Rank hold AMT as of Q3 2025.

  • Sonora Investment Management Group held 4,409 shares of American Tower worth $848K as of Q3 2025.
  • Sonora Investment Management Group sold 105 American Tower shares in Q3 2025, an estimated $21.9K.
  • American Tower made up 0.06% of Sonora Investment Management Group's portfolio in Q3 2025, its #136 holding.
  • Sonora Investment Management Group first reported a position in American Tower in Q4 2021 and has held it in 16 quarters since.
  • Sonora Investment Management Group's American Tower position peaked at $2.05M in Q4 2021.
  • 1,798 funds tracked by Wall St. Rank held American Tower as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.