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XXI Wealth LLC’s American Tower AMT Stock Holding History

XXI Wealth LLC’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 		$633K Sell
3,872
-158
-4% -$28.4K 0.29% 87
2026
Q1 		$695K Sell
4,030
-315
-7% -$56.7K 0.39% 72
2025
Q4 		$763K Buy
+4,345
New +$791K 0.46% 55

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

XXI Wealth LLC's AMT Position: Q2 2026 in Review

XXI Wealth LLC reduced its American Tower (AMT) stake by 3.9% in Q2 2026, selling an estimated $28.4K and leaving 3,872 shares worth $633K. The position accounts for 0.29% of the portfolio, ranked #87.

XXI Wealth LLC first reported a position in AMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $763K in Q4 2025. 1,758 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • XXI Wealth LLC held 3,872 shares of American Tower worth $633K as of Q2 2026.
  • XXI Wealth LLC sold 158 American Tower shares in Q2 2026, an estimated $28.4K.
  • American Tower made up 0.29% of XXI Wealth LLC's portfolio in Q2 2026, its #87 holding.
  • XXI Wealth LLC first reported a position in American Tower in Q4 2025 and has held it in 3 quarters since.
  • XXI Wealth LLC's American Tower position peaked at $763K in Q4 2025.
  • 1,758 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on XXI Wealth LLC's 13F filing for Q2 2026, filed 14 Aug 2026.