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Summit Trail Advisors’s American Tower AMT Stock Holding History

Summit Trail 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 		$2.57M Sell
15,742
-386
-2% -$69.5K 0.03% 438
2026
Q1 		$2.78M Buy
16,128
+2,445
+18% +$440K 0.04% 337
2025
Q4 		$2.43M Sell
13,683
-1,673
-11% -$304K 0.04% 308
2025
Q3 		$2.98M Buy
15,356
+3,206
+26% +$668K 0.04% 253
2025
Q2 		$2.71M Buy
12,150
+3,100
+34% +$669K 0.05% 208
2025
Q1 		$1.97M Buy
9,050
+2,638
+41% +$518K 0.07% 98
2024
Q4 		$1.19M Buy
6,412
+87
+1% +$18K 0.04% 125
2024
Q3 		$1.47M Buy
6,325
+654
+12% +$145K 0.04% 204
2024
Q2 		$1.11M Buy
5,671
+795
+16% +$149K 0.03% 229
2024
Q1 		$963K Buy
4,876
+551
+13% +$110K 0.03% 222
2023
Q4 		$941K Buy
4,325
+99
+2% +$18.7K 0.03% 187
2023
Q3 		$695K Buy
4,226
+371
+10% +$67.8K 0.03% 220
2023
Q2 		$755K Buy
3,855
+1,564
+68% +$306K 0.03% 200
2023
Q1 		$468K Buy
2,291
+345
+18% +$72.4K 0.02% 226
2022
Q4 		$415K Sell
1,946
-1,058
-35% -$220K 0.02% 212
2022
Q3 		$645K Sell
3,004
-514
-15% -$132K 0.03% 142
2022
Q2 		$904K Buy
3,518
+1,532
+77% +$384K 0.06% 127
2022
Q1 		$499K Sell
1,986
-106
-5% -$25.9K 0.04% 174
2021
Q4 		$615K Buy
+2,092
New +$572K 0.04% 159
2020
Q4 		– Sell
-1,118
Closed -$266K – 196
2020
Q3 		$266K Buy
+1,118
New +$283K 0.05% 170
2018
Q4 		– Sell
-1,053
Closed -$154K – 120
2018
Q3 		$154K Buy
+1,053
New +$154K 0.03% 210
2018
Q2 		– Sell
-1,882
Closed -$236K – 492
2018
Q1 		$236K Buy
1,882
+85
+5% +$12K 0.04% 334
2017
Q4 		$255K Buy
+1,797
New +$257K 0.03% 357

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 $3.37T AUM 44.26% 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

Summit Trail Advisors's AMT Position: Q2 2026 in Review

Summit Trail Advisors reduced its American Tower (AMT) stake by 2.4% in Q2 2026, selling an estimated $69.5K and leaving 15,742 shares worth $2.57M. The position accounts for 0.03% of the portfolio, ranked #438.

Summit Trail Advisors first reported a position in AMT in Q4 2017 and has held it in 23 quarters since. The position peaked at $2.98M in Q3 2025. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Summit Trail Advisors held 15,742 shares of American Tower worth $2.57M as of Q2 2026.
  • Summit Trail Advisors sold 386 American Tower shares in Q2 2026, an estimated $69.5K.
  • American Tower made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #438 holding.
  • Summit Trail Advisors first reported a position in American Tower in Q4 2017 and has held it in 23 quarters since.
  • Summit Trail Advisors's American Tower position peaked at $2.98M in Q3 2025.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.