Cassaday & Co Wealth Management
AMT icon

Cassaday & Co Wealth Management’s American Tower AMT Stock Holding History

Cassaday & Co 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
Q3 		$197K Buy
1,204
+252
+26% +$43.3K ﹤0.01% 357
2026
Q2 		$156K Sell
952
-54
-5% -$9.7K ﹤0.01% 394
2026
Q1 		$174K Sell
1,006
-549
-35% -$98.8K ﹤0.01% 359
2025
Q4 		$273K Buy
+1,555
New +$283K 0.01% 303
2025
Q3 		– Sell
-1,106
Closed -$244K – 345
2025
Q2 		$244K Buy
1,106
+93
+9% +$20.1K 0.01% 302
2025
Q1 		$220K Buy
+1,013
New +$199K 0.01% 296
2024
Q4 		– Sell
-1,006
Closed -$234K – 321
2024
Q3 		$234K Buy
+1,006
New +$223K 0.01% 279
2024
Q2 		– Sell
-1,069
Closed -$211K – 291
2024
Q1 		$211K Sell
1,069
-294
-22% -$58.6K 0.01% 274
2023
Q4 		$294K Buy
1,363
+22
+2% +$4.16K 0.01% 204
2023
Q3 		$221K Sell
1,341
-9
-0.7% -$1.64K 0.01% 234
2023
Q2 		$262K Sell
1,350
-47
-3% -$9.19K 0.01% 214
2023
Q1 		$285K Buy
1,397
+53
+4% +$11.1K 0.01% 208
2022
Q4 		$285K Buy
+1,344
New +$280K 0.01% 204

Other funds holding AMT

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Cassaday & Co Wealth Management's AMT Position: Q3 2026 in Review

Cassaday & Co Wealth Management increased its American Tower (AMT) stake by 26% in Q3 2026, buying an estimated $43.3K and bringing the position to 1,204 shares worth $197K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

Cassaday & Co Wealth Management first reported a position in AMT in Q4 2022 and has held it in 13 quarters since. The position peaked at $294K in Q4 2023. 652 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • Cassaday & Co Wealth Management held 1,204 shares of American Tower worth $197K as of Q3 2026.
  • Cassaday & Co Wealth Management bought 252 American Tower shares in Q3 2026, an estimated $43.3K.
  • American Tower made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #357 holding.
  • Cassaday & Co Wealth Management first reported a position in American Tower in Q4 2022 and has held it in 13 quarters since.
  • Cassaday & Co Wealth Management's American Tower position peaked at $294K in Q4 2023.
  • 652 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.