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Avior Wealth Management’s American Tower AMT Stock Holding History

Avior Wealth Management’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 		– Sell
-1,326
Closed -$229K – 791
2026
Q1 		$229K Buy
+1,326
New +$239K 0.01% 760
2025
Q4 		– Sell
-2,204
Closed -$424K – 743
2025
Q3 		$424K Sell
2,204
-2
-0.1% -$417 0.01% 494
2025
Q2 		$488K Buy
2,206
+1,324
+150% +$286K 0.02% 432
2025
Q1 		$192K Sell
882
-1,343
-60% -$263K 0.01% 663
2024
Q4 		$408K Sell
2,225
-406
-15% -$84.1K 0.01% 506
2024
Q3 		$612K Sell
2,631
-4
-0.2% -$887 0.02% 405
2024
Q2 		$512K Sell
2,635
-463
-15% -$86.5K 0.02% 427
2024
Q1 		$612K Buy
3,098
+1,531
+98% +$305K 0.03% 390
2023
Q4 		$338K Sell
1,567
-12
-0.8% -$2.27K 0.02% 421
2023
Q3 		$260K Sell
1,579
-22
-1% -$4.02K 0.02% 474
2023
Q2 		$311K Sell
1,601
-671
-30% -$131K 0.02% 438
2023
Q1 		$464K Buy
2,272
+75
+3% +$15.7K 0.03% 365
2022
Q4 		$466K Buy
2,197
+278
+14% +$57.9K 0.04% 318
2022
Q3 		$412K Buy
1,919
+257
+15% +$66K 0.03% 313
2022
Q2 		$424K Hold
1,662
– – 0.04% 284
2022
Q1 		$416K Hold
1,662
– – 0.04% 335
2021
Q4 		$485K Hold
1,662
– – 0.04% 334
2021
Q3 		$440K Sell
1,662
-96
-5% -$27.4K 0.04% 335
2021
Q2 		$474K Buy
1,758
+68
+4% +$17.3K 0.05% 310
2021
Q1 		$403K Hold
1,690
– – 0.04% 324
2020
Q4 		$379K Buy
1,690
+328
+24% +$76.3K 0.05% 316
2020
Q3 		$328K Sell
1,362
-440
-24% -$112K 0.05% 319
2020
Q2 		$465K Sell
1,802
-164
-8% -$40.6K 0.07% 246
2020
Q1 		$427K Buy
1,966
+393
+25% +$91.5K 0.08% 222
2019
Q4 		$360K Buy
1,573
+39
+3% +$8.49K 0.06% 281
2019
Q3 		$338K Sell
1,534
-196
-11% -$42.8K 0.06% 274
2019
Q2 		$354K Buy
1,730
+351
+25% +$70.6K 0.06% 262
2019
Q1 		$271K Buy
1,379
+95
+7% +$16.7K 0.06% 298
2018
Q4 		$203K Sell
1,284
-17
-1% -$2.66K 0.05% 311
2018
Q3 		$189K Sell
1,301
-748
-37% -$110K 0.04% 357
2018
Q2 		$295K Sell
2,049
-8
-0.4% -$1.11K 0.07% 250
2018
Q1 		$299K Sell
2,057
-193
-9% -$27.2K 0.07% 229
2017
Q4 		$321K Buy
2,250
+2,234
+13,963% +$319K 0.07% 232
2017
Q3 		$2K Buy
+16
New +$2.23K ﹤0.01% 447
2017
Q1 		– Sell
-9
Closed -$1K – 483
2016
Q4 		$1K Buy
+9
New +$978 ﹤0.01% 474

Other funds holding AMT

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SP
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
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
PL
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
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Avior Wealth Management's AMT Position: Q2 2026 in Review

Avior Wealth Management sold out of American Tower (AMT) in Q2 2026, closing a stake of 1,326 shares — an estimated $229K sold.

Avior Wealth Management first reported a position in AMT in Q4 2016 and held it in 35 quarters. The position peaked at $612K in Q1 2024. 345 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Avior Wealth Management reported no remaining American Tower position as of Q2 2026 after selling out during the quarter.
  • Avior Wealth Management sold 1,326 American Tower shares in Q2 2026, an estimated $229K.
  • Avior Wealth Management first reported a position in American Tower in Q4 2016 and held it in 35 quarters.
  • Avior Wealth Management's American Tower position peaked at $612K in Q1 2024.
  • 345 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.