Southeast Asset Advisors’s American Tower AMT Stock Holding History

Southeast Asset 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
2026 Q1	$413K	Hold	2,391	–	–	0.05%	146
2025 Q4	$420K	Hold	2,391	–	–	0.04%	153
2025 Q3	$460K	Hold	2,391	–	–	0.05%	145
2025 Q2	$528K	Hold	2,391	–	–	0.06%	123
2025 Q1	$520K	Buy	2,391 +91	+4%	+$17.9K	0.06%	119
2024 Q4	$422K	Hold	2,300	–	–	0.05%	118
2024 Q3	$535K	Hold	2,300	–	–	0.06%	105
2024 Q2	$447K	Hold	2,300	–	–	0.05%	114
2024 Q1	$454K	Hold	2,300	–	–	0.05%	115
2023 Q4	$497K	Buy	2,300 +465	+25%	+$87.9K	0.07%	110
2023 Q3	$302K	Hold	1,835	–	–	0.04%	123
2023 Q2	$356K	Hold	1,835	–	–	0.05%	114
2023 Q1	$375K	Buy	+1,835	New	+$385K	0.06%	107

Other funds holding AMT

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Cohen & Steers New York $57.6B AUM 8.03% 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

Southeast Asset Advisors's AMT Position: Q1 2026 in Review

Southeast Asset Advisors held its American Tower (AMT) position steady in Q1 2026 at 2,391 shares worth $413K. The position accounts for 0.05% of the portfolio, ranked #146.

Southeast Asset Advisors first reported a position in AMT in Q1 2023 and has held it in 13 quarters since. The position peaked at $535K in Q3 2024. 1,750 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

Southeast Asset Advisors held 2,391 shares of American Tower worth $413K as of Q1 2026.
Southeast Asset Advisors left its American Tower share count unchanged in Q1 2026.
American Tower made up 0.05% of Southeast Asset Advisors's portfolio in Q1 2026, its #146 holding.
Southeast Asset Advisors first reported a position in American Tower in Q1 2023 and has held it in 13 quarters since.
Southeast Asset Advisors's American Tower position peaked at $535K in Q3 2024.
1,750 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Southeast Asset Advisors's 13F filing for Q1 2026, filed 13 May 2026.