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Strategic Planning Group’s American Tower AMT Stock Holding History

Strategic Planning Group’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
2025
Q4 		– Sell
-33,005
Closed -$6.35M – 74
2025
Q3 		$6.35M Buy
33,005
+8,028
+32% +$1.67M 0.86% 47
2025
Q2 		$5.52M Buy
24,977
+931
+4% +$201K 0.9% 40
2025
Q1 		$5.23M Buy
24,046
+3,230
+16% +$634K 1.02% 30
2024
Q4 		$3.82M Buy
20,816
+978
+5% +$203K 0.7% 48
2024
Q3 		$4.61M Buy
19,838
+742
+4% +$165K 0.91% 33
2024
Q2 		$3.71M Buy
19,096
+6,659
+54% +$1.24M 0.81% 38
2024
Q1 		$2.46M Buy
12,437
+1,963
+19% +$391K 0.61% 55
2023
Q4 		$2.26M Buy
+10,474
New +$1.98M 0.75% 39

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Strategic Planning Group's AMT Position: Q4 2025 in Review

Strategic Planning Group sold out of American Tower (AMT) in Q4 2025, closing a stake of 33,005 shares — an estimated $6.35M sold.

Strategic Planning Group first reported a position in AMT in Q4 2023 and held it in 8 quarters. The position peaked at $6.35M in Q3 2025. 1,778 funds tracked by Wall St. Rank hold AMT as of Q4 2025.

  • Strategic Planning Group reported no remaining American Tower position as of Q4 2025 after selling out during the quarter.
  • Strategic Planning Group sold 33,005 American Tower shares in Q4 2025, an estimated $6.35M.
  • Strategic Planning Group first reported a position in American Tower in Q4 2023 and held it in 8 quarters.
  • Strategic Planning Group's American Tower position peaked at $6.35M in Q3 2025.
  • 1,778 funds tracked by Wall St. Rank held American Tower as of Q4 2025.

Based on Strategic Planning Group's 13F filing for Q4 2025, filed 4 Feb 2026.