AWP
AMT icon

Accretive Wealth Partners’s American Tower AMT Stock Holding History

Accretive Wealth Partners’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
Q3 		– Sell
-4,354
Closed -$962K – 153
2025
Q2 		$962K Buy
4,354
+63
+1% +$13.6K 0.32% 86
2025
Q1 		$960K Buy
4,291
+145
+3% +$28.4K 0.34% 83
2024
Q4 		$761K Sell
4,146
-311
-7% -$64.4K 0.32% 91
2024
Q3 		$1.04M Buy
4,457
+23
+0.5% +$5.1K 0.43% 81
2024
Q2 		$862K Sell
4,434
-40
-0.9% -$7.48K 0.36% 88
2024
Q1 		$813K Buy
4,474
+39
+0.9% +$7.77K 0.36% 89
2023
Q4 		$958K Buy
4,435
+380
+9% +$71.8K 0.46% 78
2023
Q3 		$667K Buy
4,055
+182
+5% +$33.2K 0.4% 78
2023
Q2 		$751K Buy
3,873
+205
+6% +$40.1K 0.45% 76
2023
Q1 		$750K Buy
3,668
+109
+3% +$22.9K 0.48% 71
2022
Q4 		$754K Buy
3,559
+750
+27% +$156K 0.52% 61
2022
Q3 		$603K Sell
2,809
-6
-0.2% -$1.54K 0.46% 71
2022
Q2 		$720K Sell
2,815
-234
-8% -$58.7K 0.52% 62
2022
Q1 		$766K Buy
3,049
+78
+3% +$19K 0.48% 75
2021
Q4 		$869K Buy
2,971
+96
+3% +$26.2K 0.55% 72
2021
Q3 		$763K Buy
2,875
+157
+6% +$44.8K 0.54% 75
2021
Q2 		$734K Buy
2,718
+253
+10% +$64.5K 0.53% 75
2021
Q1 		$589K Buy
2,465
+393
+19% +$87.5K 0.53% 82
2020
Q4 		$465K Buy
+2,072
New +$482K 0.46% 88

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Accretive Wealth Partners's AMT Position: Q3 2025 in Review

Accretive Wealth Partners sold out of American Tower (AMT) in Q3 2025, closing a stake of 4,354 shares — an estimated $962K sold.

Accretive Wealth Partners first reported a position in AMT in Q4 2020 and held it in 19 quarters. The position peaked at $1.04M in Q3 2024. 1,798 funds tracked by Wall St. Rank hold AMT as of Q3 2025.

  • Accretive Wealth Partners reported no remaining American Tower position as of Q3 2025 after selling out during the quarter.
  • Accretive Wealth Partners sold 4,354 American Tower shares in Q3 2025, an estimated $962K.
  • Accretive Wealth Partners first reported a position in American Tower in Q4 2020 and held it in 19 quarters.
  • Accretive Wealth Partners's American Tower position peaked at $1.04M in Q3 2024.
  • 1,798 funds tracked by Wall St. Rank held American Tower as of Q3 2025.

Based on Accretive Wealth Partners's 13F filing for Q3 2025, filed 7 Nov 2025.