SIA
AMT icon

Strategic Investment Advisors’s American Tower AMT Stock Holding History

Strategic Investment 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
Q2 		$1.7M Sell
10,381
-2,149
-17% -$387K 0.1% 93
2026
Q1 		$2.16M Buy
12,530
+9,526
+317% +$1.71M 0.15% 74
2025
Q4 		$527K Buy
+3,004
New +$547K 0.05% 160
2025
Q3 		– Sell
-947
Closed -$209K – 267
2025
Q2 		$209K Buy
+947
New +$204K 0.02% 235
2023
Q2 		– Sell
-1,069
Closed -$218K – 188
2023
Q1 		$218K Sell
1,069
-35
-3% -$7.34K 0.04% 225
2022
Q4 		$234K Buy
+1,104
New +$230K 0.05% 212
2022
Q3 		– Sell
-1,487
Closed -$380K – 176
2022
Q2 		$380K Sell
1,487
-409
-22% -$103K 0.08% 167
2022
Q1 		$476K Sell
1,896
-104
-5% -$25.4K 0.09% 158
2021
Q4 		$585K Buy
2,000
+155
+8% +$42.3K 0.11% 150
2021
Q3 		$490K Buy
1,845
+197
+12% +$56.2K 0.11% 153
2021
Q2 		$445K Buy
1,648
+678
+70% +$173K 0.1% 160
2021
Q1 		$232K Buy
+970
New +$216K 0.06% 189
2020
Q4 		– Sell
-831
Closed -$201K – 189
2020
Q3 		$201K Sell
831
-193
-19% -$48.9K 0.07% 172
2020
Q2 		$265K Sell
1,024
-120
-10% -$29.7K 0.1% 143
2020
Q1 		$249K Buy
1,144
+55
+5% +$12.8K 0.11% 133
2019
Q4 		$250K Sell
1,089
-118
-10% -$25.7K 0.1% 148
2019
Q3 		$267K Buy
1,207
+84
+7% +$18.3K 0.13% 125
2019
Q2 		$228K Buy
+1,123
New +$226K 0.12% 128

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 $3.38T AUM 44.17% 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

Strategic Investment Advisors's AMT Position: Q2 2026 in Review

Strategic Investment Advisors reduced its American Tower (AMT) stake by 17% in Q2 2026, selling an estimated $387K and leaving 10,381 shares worth $1.7M. The position accounts for 0.1% of the portfolio, ranked #93.

Strategic Investment Advisors first reported a position in AMT in Q2 2019 and has held it in 18 quarters since. The position peaked at $2.16M in Q1 2026. 1,757 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Strategic Investment Advisors held 10,381 shares of American Tower worth $1.7M as of Q2 2026.
  • Strategic Investment Advisors sold 2,149 American Tower shares in Q2 2026, an estimated $387K.
  • American Tower made up 0.1% of Strategic Investment Advisors's portfolio in Q2 2026, its #93 holding.
  • Strategic Investment Advisors first reported a position in American Tower in Q2 2019 and has held it in 18 quarters since.
  • Strategic Investment Advisors's American Tower position peaked at $2.16M in Q1 2026.
  • 1,757 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.