BWM
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Baron Wealth Management’s American Tower AMT Stock Holding History

Baron 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 		$324K Buy
+1,979
New +$356K 0.08% 192
2025
Q4 		– Sell
-1,654
Closed -$318K – 262
2025
Q3 		$318K Buy
1,654
+252
+18% +$52.5K 0.11% 146
2025
Q2 		$310K Sell
1,402
-64
-4% -$13.8K 0.11% 137
2025
Q1 		$319K Buy
+1,466
New +$288K 0.14% 121
2024
Q4 		– Sell
-1,561
Closed -$363K – 196
2024
Q3 		$363K Buy
1,561
+249
+19% +$55.2K 0.17% 98
2024
Q2 		$255K Buy
1,312
+97
+8% +$18.1K 0.13% 135
2024
Q1 		$240K Buy
1,215
+40
+3% +$7.97K 0.13% 142
2023
Q4 		$254K Buy
+1,175
New +$222K 0.14% 134
2023
Q2 		– Sell
-1,025
Closed -$209K – 146
2023
Q1 		$209K Buy
+1,025
New +$215K 0.15% 122

Other funds holding AMT

DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return