Aventura Private Wealth’s American Tower AMT Stock Holding History

Aventura Private Wealth’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	$146K	Sell	893 -348	-28%	-$62.6K	0.04%	203
2026 Q1	$214K	Sell	1,241 -179	-13%	-$32.2K	0.08%	150
2025 Q4	$249K	Sell	1,420 -336	-19%	-$61.1K	0.09%	138
2025 Q3	$338K	Buy	1,756 +63	+4%	+$13.1K	0.12%	120
2025 Q2	$374K	Sell	1,693 -13	-0.8%	-$2.81K	0.16%	105
2025 Q1	$371K	Sell	1,706 -763	-31%	-$150K	0.19%	99
2024 Q4	$453K	Buy	+2,469	New	+$512K	0.24%	81

Other funds holding AMT

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Aventura Private Wealth's AMT Position: Q2 2026 in Review

Aventura Private Wealth reduced its American Tower (AMT) stake by 28% in Q2 2026, selling an estimated $62.6K and leaving 893 shares worth $146K. The position accounts for 0.04% of the portfolio, ranked #203.

Aventura Private Wealth first reported a position in AMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $453K in Q4 2024. 351 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Aventura Private Wealth held 893 shares of American Tower worth $146K as of Q2 2026.
Aventura Private Wealth sold 348 American Tower shares in Q2 2026, an estimated $62.6K.
American Tower made up 0.04% of Aventura Private Wealth's portfolio in Q2 2026, its #203 holding.
Aventura Private Wealth first reported a position in American Tower in Q4 2024 and has held it in 7 quarters since.
Aventura Private Wealth's American Tower position peaked at $453K in Q4 2024.
351 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.