SteelPeak Wealth’s American Tower AMT Stock Holding History

SteelPeak Wealth’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	–	Sell	-18,992	Closed	-$3.28M	–	650
2026 Q1	$3.28M	Buy	+18,992	New	+$3.42M	0.1%	157
2025 Q3	–	Sell	-1,063	Closed	-$235K	–	585
2025 Q2	$235K	Buy	+1,063	New	+$229K	0.01%	459
2025 Q1	–	Sell	-4,995	Closed	-$924K	–	585
2024 Q4	$924K	Buy	+4,995	New	+$1.04M	0.04%	259
2023 Q4	–	Sell	-2,092	Closed	-$344K	–	448
2023 Q3	$344K	Buy	+2,092	New	+$382K	0.02%	310
2022 Q2	–	Sell	-2,555	Closed	-$642K	–	404
2022 Q1	$642K	Buy	2,555 +1,041	+69%	+$254K	0.04%	245
2021 Q4	$443K	Buy	1,514 +400	+36%	+$109K	0.03%	278
2021 Q3	$296K	Buy	+1,114	New	+$318K	0.02%	335

Other funds holding AMT

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

SteelPeak Wealth's AMT Position: Q2 2026 in Review

SteelPeak Wealth sold out of American Tower (AMT) in Q2 2026, closing a stake of 18,992 shares — an estimated $3.28M sold.

SteelPeak Wealth first reported a position in AMT in Q3 2021 and held it in 7 quarters. The position peaked at $3.28M in Q1 2026. 264 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

SteelPeak Wealth reported no remaining American Tower position as of Q2 2026 after selling out during the quarter.
SteelPeak Wealth sold 18,992 American Tower shares in Q2 2026, an estimated $3.28M.
SteelPeak Wealth first reported a position in American Tower in Q3 2021 and held it in 7 quarters.
SteelPeak Wealth's American Tower position peaked at $3.28M in Q1 2026.
264 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.