Avidian Wealth Enterprises’s American Tower AMT Stock Holding History

Avidian Wealth Enterprises’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 Q3	$1.73M	Sell	10,543 -659	-6%	-$113K	0.05%	240
2026 Q2	$1.83M	Buy	11,202 +705	+7%	+$127K	0.05%	228
2026 Q1	$1.81M	Buy	+10,497	New	+$1.89M	0.06%	207
2025 Q3	–	Sell	-1,097	Closed	-$242K	–	584
2025 Q2	$242K	Buy	1,097 +176	+19%	+$38K	0.01%	483
2025 Q1	$200K	Buy	+921	New	+$181K	0.01%	503
2023 Q1	–	Sell	-1,148	Closed	-$243K	–	476
2022 Q4	$243K	Sell	1,148 -554	-33%	-$115K	0.02%	398
2022 Q3	$365K	Buy	1,702 +3	+0.2%	+$771	0.03%	287
2022 Q2	$434K	Sell	1,699 -11	-0.6%	-$2.76K	0.03%	290
2022 Q1	$430K	Sell	1,710 -36	-2%	-$8.78K	0.03%	329
2021 Q4	$511K	Buy	1,746 +318	+22%	+$86.9K	0.03%	295
2021 Q3	$379K	Buy	1,428 +135	+10%	+$38.5K	0.03%	261
2021 Q2	$349K	Buy	1,293 +210	+19%	+$53.5K	0.03%	283
2021 Q1	$259K	Buy	+1,083	New	+$241K	0.02%	305

Other funds holding AMT

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Avidian Wealth Enterprises's AMT Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its American Tower (AMT) stake by 5.9% in Q3 2026, selling an estimated $113K and leaving 10,543 shares worth $1.73M. The position accounts for 0.05% of the portfolio, ranked #240.

Avidian Wealth Enterprises first reported a position in AMT in Q1 2021 and has held it in 13 quarters since. The position peaked at $1.83M in Q2 2026. 417 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

Avidian Wealth Enterprises held 10,543 shares of American Tower worth $1.73M as of Q3 2026.
Avidian Wealth Enterprises sold 659 American Tower shares in Q3 2026, an estimated $113K.
American Tower made up 0.05% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #240 holding.
Avidian Wealth Enterprises first reported a position in American Tower in Q1 2021 and has held it in 13 quarters since.
Avidian Wealth Enterprises's American Tower position peaked at $1.83M in Q2 2026.
417 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.