Arete Wealth Advisors’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-5,240
| Closed | -$920K | – | 337 |
|
|
2025
Q4 | $920K | Buy |
5,240
+532
| +11% | +$96.8K | 0.06% | 300 |
|
|
2025
Q3 | $905K | Buy |
4,708
+37
| +0.8% | +$7.71K | 0.06% | 297 |
|
|
2025
Q2 | $1.03M | Sell |
4,671
-314
| -6% | -$67.8K | 0.07% | 252 |
|
|
2025
Q1 | $1.08M | Sell |
4,985
-30
| -0.6% | -$5.88K | 0.08% | 240 |
|
|
2024
Q4 | $920K | Buy |
5,015
+1,045
| +26% | +$217K | 0.07% | 267 |
|
|
2024
Q3 | $923K | Sell |
3,970
-1,321
| -25% | -$293K | 0.08% | 235 |
|
|
2024
Q2 | $1.03M | Buy |
+5,291
| New | +$989K | 0.08% | 227 |
|
|
2024
Q1 | – | Sell |
-5,215
| Closed | -$1.13M | – | 394 |
|
|
2023
Q4 | $1.13M | Buy |
5,215
+1,690
| +48% | +$319K | 0.09% | 229 |
|
|
2023
Q3 | $580K | Buy |
3,525
+776
| +28% | +$142K | 0.1% | 212 |
|
|
2023
Q2 | $533K | Sell |
2,749
-203
| -7% | -$39.7K | 0.05% | 345 |
|
|
2023
Q1 | $603K | Buy |
2,952
+357
| +14% | +$74.9K | 0.05% | 300 |
|
|
2022
Q4 | $550M | Buy |
2,595
+1,413
| +120% | +$294K | 0.05% | 308 |
|
|
2022
Q3 | $254K | Buy |
1,182
+31
| +3% | +$7.96K | 0.02% | 448 |
|
|
2022
Q2 | $294K | Sell |
1,151
-815
| -41% | -$205K | 0.03% | 337 |
|
|
2022
Q1 | $494K | Sell |
1,966
-2,451
| -55% | -$598K | 0.04% | 280 |
|
|
2021
Q4 | $1.27M | Buy |
4,417
+83
| +2% | +$22.7K | 0.11% | 163 |
|
|
2021
Q3 | $1.15M | Sell |
4,334
-1,092
| -20% | -$311K | 0.13% | 153 |
|
|
2021
Q2 | $1.47M | Sell |
5,426
-650
| -11% | -$166K | 0.21% | 95 |
|
|
2021
Q1 | $1.45M | Sell |
6,076
-813
| -12% | -$181K | 0.19% | 115 |
|
|
2020
Q4 | $1.55M | Sell |
6,889
-3,333
| -33% | -$775K | 0.22% | 104 |
|
|
2020
Q3 | $2.49M | Buy |
10,222
+2,152
| +27% | +$546K | 0.37% | 61 |
|
|
2020
Q2 | $2.09M | Sell |
8,070
-5
| -0.1% | -$1.24K | 0.36% | 68 |
|
|
2020
Q1 | $1.76M | Buy |
8,075
+4,515
| +127% | +$1.05M | 0.35% | 67 |
|
|
2019
Q4 | $818K | Sell |
3,560
-8
| -0.2% | -$1.74K | 0.14% | 170 |
|
|
2019
Q3 | $789K | Buy |
3,568
+138
| +4% | +$30.1K | 0.15% | 166 |
|
|
2019
Q2 | $701K | Buy |
3,430
+35
| +1% | +$7.04K | 0.14% | 174 |
|
|
2019
Q1 | $669K | Buy |
3,395
+1,549
| +84% | +$272K | 0.14% | 180 |
|
|
2018
Q4 | $292K | Buy |
+1,846
| New | +$289K | 0.07% | 278 |
|
Other funds holding AMT
VCM
VPM
Arete Wealth Advisors's AMT Position: Q1 2026 in Review
Arete Wealth Advisors sold out of American Tower (AMT) in Q1 2026, closing a stake of 5,240 shares — an estimated $920K sold.
Arete Wealth Advisors first reported a position in AMT in Q4 2018 and held it in 28 quarters. The position peaked at $550M in Q4 2022. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.
- Arete Wealth Advisors reported no remaining American Tower position as of Q1 2026 after selling out during the quarter.
- Arete Wealth Advisors sold 5,240 American Tower shares in Q1 2026, an estimated $920K.
- Arete Wealth Advisors first reported a position in American Tower in Q4 2018 and held it in 28 quarters.
- Arete Wealth Advisors's American Tower position peaked at $550M in Q4 2022.
- 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.
Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.