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Accordant Advisory Group’s American Tower AMT Stock Holding History

Accordant Advisory 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
-200
Closed -$38.5K – 177
2025
Q3 		$38.5K Hold
200
– – 0.03% 95
2025
Q2 		$44.2K Sell
200
-11
-5% -$2.38K 0.03% 88
2025
Q1 		$45.9K Buy
211
+11
+6% +$2.16K 0.04% 67
2024
Q4 		$36.7K Buy
+200
New +$41.4K 0.04% 74
2024
Q3 		– Sell
-200
Closed -$44.3K – 71
2024
Q2 		$38.9K Buy
+200
New +$37.4K 0.04% 84

Other funds holding AMT

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Accordant Advisory Group's AMT Position: Q4 2025 in Review

Accordant Advisory Group sold out of American Tower (AMT) in Q4 2025, closing a stake of 200 shares — an estimated $38.5K sold.

Accordant Advisory Group first reported a position in AMT in Q2 2024 and held it in 5 quarters. The position peaked at $45.9K in Q1 2025. 1,774 funds tracked by Wall St. Rank hold AMT as of Q4 2025.

  • Accordant Advisory Group reported no remaining American Tower position as of Q4 2025 after selling out during the quarter.
  • Accordant Advisory Group sold 200 American Tower shares in Q4 2025, an estimated $38.5K.
  • Accordant Advisory Group first reported a position in American Tower in Q2 2024 and held it in 5 quarters.
  • Accordant Advisory Group's American Tower position peaked at $45.9K in Q1 2025.
  • 1,774 funds tracked by Wall St. Rank held American Tower as of Q4 2025.

Based on Accordant Advisory Group's 13F filing for Q4 2025, filed 22 Jan 2026.