VAF
AMT icon

Values Added Financial’s American Tower AMT Stock Holding History

Values Added Financial’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 		$310K Buy
1,898
+30
+2% +$5.4K 0.11% 106
2026
Q1 		$322K Buy
1,868
+14
+0.8% +$2.52K 0.14% 98
2025
Q4 		$326K Sell
1,854
-15
-0.8% -$2.73K 0.14% 96
2025
Q3 		$359K Buy
1,869
+37
+2% +$7.71K 0.16% 88
2025
Q2 		$405K Buy
1,832
+35
+2% +$7.56K 0.2% 80
2025
Q1 		$391K Sell
1,797
-81
-4% -$15.9K 0.22% 81
2024
Q4 		$344K Buy
1,878
+549
+41% +$114K 0.2% 83
2024
Q3 		$309K Buy
+1,329
New +$295K 0.19% 81
2024
Q1 		– Sell
-953
Closed -$206K – 85
2023
Q4 		$206K Buy
+953
New +$180K 0.17% 82

Other funds holding AMT

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Values Added Financial's AMT Position: Q2 2026 in Review

Values Added Financial increased its American Tower (AMT) stake by 1.6% in Q2 2026, buying an estimated $5.4K and bringing the position to 1,898 shares worth $310K. The position accounts for 0.11% of the portfolio, ranked #106.

Values Added Financial first reported a position in AMT in Q4 2023 and has held it in 9 quarters since. The position peaked at $405K in Q2 2025. 641 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Values Added Financial held 1,898 shares of American Tower worth $310K as of Q2 2026.
  • Values Added Financial bought 30 American Tower shares in Q2 2026, an estimated $5.4K.
  • American Tower made up 0.11% of Values Added Financial's portfolio in Q2 2026, its #106 holding.
  • Values Added Financial first reported a position in American Tower in Q4 2023 and has held it in 9 quarters since.
  • Values Added Financial's American Tower position peaked at $405K in Q2 2025.
  • 641 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.