SCM
AMT icon

Sophron Capital Management’s American Tower AMT Stock Holding History

Sophron Capital 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 		$4.04M Buy
24,682
+3,470
+16% +$625K 1.25% 29
2026
Q1 		$3.66M Sell
21,212
-43,093
-67% -$7.75M 1.08% 32
2025
Q4 		$11.3M Buy
64,305
+29,355
+84% +$5.34M 3.63% 9
2025
Q3 		$6.72M Buy
34,950
+18,957
+119% +$3.95M 2.07% 22
2025
Q2 		$3.53M Buy
15,993
+8,046
+101% +$1.74M 1.08% 30
2025
Q1 		$1.73M Sell
7,947
-60,674
-88% -$11.9M 0.59% 33
2024
Q4 		$12.6M Buy
+68,621
New +$14.2M 4.98% 6

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

Sophron Capital Management's AMT Position: Q2 2026 in Review

Sophron Capital Management increased its American Tower (AMT) stake by 16% in Q2 2026, buying an estimated $625K and bringing the position to 24,682 shares worth $4.04M. The position accounts for 1.25% of the portfolio, ranked #29.

Sophron Capital Management first reported a position in AMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.6M in Q4 2024. 1,752 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Sophron Capital Management held 24,682 shares of American Tower worth $4.04M as of Q2 2026.
  • Sophron Capital Management bought 3,470 American Tower shares in Q2 2026, an estimated $625K.
  • American Tower made up 1.25% of Sophron Capital Management's portfolio in Q2 2026, its #29 holding.
  • Sophron Capital Management first reported a position in American Tower in Q4 2024 and has held it in 7 quarters since.
  • Sophron Capital Management's American Tower position peaked at $12.6M in Q4 2024.
  • 1,752 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Sophron Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.