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Trail Ridge Investment Advisors’s American Tower AMT Stock Holding History

Trail Ridge 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 		$873K Hold
5,336
– – 0.37% 48
2026
Q1 		$921K Sell
5,336
-20
-0.4% -$3.6K 0.4% 53
2025
Q4 		$940K Sell
5,356
-100
-2% -$18.2K 0.4% 51
2025
Q3 		$1.05M Buy
5,456
+120
+2% +$25K 0.47% 47
2025
Q2 		$1.11M Hold
5,336
– – 0.53% 42
2025
Q1 		$1.16M Sell
5,336
-12
-0.2% -$2.35K 0.6% 40
2024
Q4 		$981K Sell
5,348
-66
-1% -$13.7K 0.47% 51
2024
Q3 		$1.23M Hold
5,414
– – 0.58% 45
2024
Q2 		$1.05M Hold
5,414
– – 0.54% 47
2024
Q1 		$1.07M Sell
5,414
-113
-2% -$22.5K 0.61% 45
2023
Q4 		$1.19M Buy
5,527
+36
+0.7% +$6.8K 0.73% 41
2023
Q3 		$903K Sell
5,491
-230
-4% -$42K 0.61% 48
2023
Q2 		$1.11M Sell
5,721
-97
-2% -$19K 0.68% 47
2023
Q1 		$1.19M Sell
5,818
-89
-2% -$18.7K 0.78% 46
2022
Q4 		$1.25M Sell
5,907
-30
-0.5% -$6.24K 0.86% 43
2022
Q3 		$1.32M Hold
5,937
– – 0.88% 37
2022
Q2 		$1.52M Hold
5,937
– – 1.03% 30
2022
Q1 		$1.49M Sell
5,937
-48
-0.8% -$11.7K 0.92% 31
2021
Q4 		$1.75M Buy
+5,985
New +$1.64M 1.05% 26

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

Trail Ridge Investment Advisors's AMT Position: Q2 2026 in Review

Trail Ridge Investment Advisors held its American Tower (AMT) position steady in Q2 2026 at 5,336 shares worth $873K. The position accounts for 0.37% of the portfolio, ranked #48.

Trail Ridge Investment Advisors first reported a position in AMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.75M in Q4 2021. 1,752 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Trail Ridge Investment Advisors held 5,336 shares of American Tower worth $873K as of Q2 2026.
  • Trail Ridge Investment Advisors left its American Tower share count unchanged in Q2 2026.
  • American Tower made up 0.37% of Trail Ridge Investment Advisors's portfolio in Q2 2026, its #48 holding.
  • Trail Ridge Investment Advisors first reported a position in American Tower in Q4 2021 and has held it in 19 quarters since.
  • Trail Ridge Investment Advisors's American Tower position peaked at $1.75M in Q4 2021.
  • 1,752 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

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