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Arete Wealth Advisors’s American Tower AMT Stock Holding History

Arete Wealth Advisors’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
-4,708
Closed -$905K – 376
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 		$550K 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

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Arete Wealth Advisors's AMT Position: Q4 2025 in Review

Arete Wealth Advisors sold out of American Tower (AMT) in Q4 2025, closing a stake of 4,708 shares — an estimated $905K sold.

Arete Wealth Advisors first reported a position in AMT in Q4 2018 and held it in 27 quarters. The position peaked at $2.49M in Q3 2020. 1,780 funds tracked by Wall St. Rank hold AMT as of Q4 2025.

  • Arete Wealth Advisors reported no remaining American Tower position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 4,708 American Tower shares in Q4 2025, an estimated $905K.
  • Arete Wealth Advisors first reported a position in American Tower in Q4 2018 and held it in 27 quarters.
  • Arete Wealth Advisors's American Tower position peaked at $2.49M in Q3 2020.
  • 1,780 funds tracked by Wall St. Rank held American Tower as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.