Stoneridge Investment Partners’s American Tower AMT Stock Holding History

Stoneridge Investment 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
2026 Q2	$1.01M	Hold	5,803	–	–	0.66%	35
2026 Q1	$1M	Buy	5,803 +3,837	+195%	+$690K	0.72%	41
2025 Q4	$345K	Sell	1,966 -113	-5%	-$20.6K	0.24%	79
2025 Q3	$400K	Buy	+2,079	New	+$433K	0.27%	75
2021 Q1	–	Sell	-1,907	Closed	-$428K	–	108
2020 Q4	$428K	Buy	+1,907	New	+$443K	0.25%	86
2017 Q3	–	Sell	-22,932	Closed	-$3.03M	–	242
2017 Q2	$3.03M	Buy	+22,932	New	+$2.94M	0.45%	87

Other funds holding AMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Stoneridge Investment Partners's AMT Position: Q2 2026 in Review

Stoneridge Investment Partners held its American Tower (AMT) position steady in Q2 2026 at 5,803 shares worth $1.01M. The position accounts for 0.66% of the portfolio, ranked #35.

Stoneridge Investment Partners first reported a position in AMT in Q2 2017 and has held it in 6 quarters since. The position peaked at $3.03M in Q2 2017. 1,749 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Stoneridge Investment Partners held 5,803 shares of American Tower worth $1.01M as of Q2 2026.
Stoneridge Investment Partners left its American Tower share count unchanged in Q2 2026.
American Tower made up 0.66% of Stoneridge Investment Partners's portfolio in Q2 2026, its #35 holding.
Stoneridge Investment Partners first reported a position in American Tower in Q2 2017 and has held it in 6 quarters since.
Stoneridge Investment Partners's American Tower position peaked at $3.03M in Q2 2017.
1,749 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Stoneridge Investment Partners's 13F filing for Q2 2026, filed 6 Aug 2026.