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Brady Family Wealth’s American Tower AMT Stock Holding History

Brady Family 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
2025
Q3 		– Sell
-1,171
Closed -$259K – 111
2025
Q2 		$259K Sell
1,171
-68
-5% -$14.7K 0.08% 105
2025
Q1 		$270K Sell
1,239
-275
-18% -$53.9K 0.09% 100
2024
Q4 		$278K Sell
1,514
-441
-23% -$91.4K 0.09% 98
2024
Q3 		$455K Hold
1,955
– – 0.14% 86
2024
Q2 		$380K Sell
1,955
-1,256
-39% -$235K 0.12% 94
2024
Q1 		$634K Sell
3,211
-17,486
-84% -$3.48M 0.21% 77
2023
Q4 		$4.47M Buy
20,697
+896
+5% +$169K 1.53% 23
2023
Q3 		$3.26M Buy
19,801
+298
+2% +$54.4K 1.26% 31
2023
Q2 		$3.78M Buy
19,503
+734
+4% +$144K 1.41% 27
2023
Q1 		$3.84M Buy
18,769
+613
+3% +$129K 1.51% 24
2022
Q4 		$3.85M Buy
+18,156
New +$3.78M 1.59% 22

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Brady Family Wealth's AMT Position: Q3 2025 in Review

Brady Family Wealth sold out of American Tower (AMT) in Q3 2025, closing a stake of 1,171 shares — an estimated $259K sold.

Brady Family Wealth first reported a position in AMT in Q4 2022 and held it in 11 quarters. The position peaked at $4.47M in Q4 2023. 1,798 funds tracked by Wall St. Rank hold AMT as of Q3 2025.

  • Brady Family Wealth reported no remaining American Tower position as of Q3 2025 after selling out during the quarter.
  • Brady Family Wealth sold 1,171 American Tower shares in Q3 2025, an estimated $259K.
  • Brady Family Wealth first reported a position in American Tower in Q4 2022 and held it in 11 quarters.
  • Brady Family Wealth's American Tower position peaked at $4.47M in Q4 2023.
  • 1,798 funds tracked by Wall St. Rank held American Tower as of Q3 2025.

Based on Brady Family Wealth's 13F filing for Q3 2025, filed 9 Oct 2025.