Cerro Pacific Wealth Advisors’s American Tower AMT Stock Holding History

Cerro Pacific Wealth Advisors’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	-1,036	Closed	-$229K	–	161
2025 Q2	$229K	Sell	1,036 -300	-22%	-$64.8K	0.06%	151
2025 Q1	$245K	Sell	1,336 -302	-18%	-$59.2K	0.08%	141
2024 Q4	$381K	Sell	1,638 -1	-0.1%	-$207	0.13%	118
2024 Q3	$319K	Hold	1,639	–	–	0.12%	119
2024 Q2	$319K	Buy	+1,639	New	+$306K	0.12%	120
2023 Q1	$310K	Buy	1,518 +451	+42%	+$94.6K	0.17%	117
2022 Q4	$226K	Sell	1,067 -149	-12%	-$31K	0.12%	146
2022 Q3	$261K	Buy	+1,216	New	+$312K	0.16%	127
2021 Q4	–	Sell	-2,983	Closed	-$792K	–	121
2021 Q3	$792K	Buy	2,983 +1,776	+147%	+$506K	0.57%	51
2021 Q2	$326K	Buy	+1,207	New	+$308K	0.24%	103

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cerro Pacific Wealth Advisors's AMT Position: Q3 2025 in Review

Cerro Pacific Wealth Advisors sold out of American Tower (AMT) in Q3 2025, closing a stake of 1,036 shares — an estimated $229K sold.

Cerro Pacific Wealth Advisors first reported a position in AMT in Q2 2021 and held it in 10 quarters. The position peaked at $792K in Q3 2021. 1,798 funds tracked by Wall St. Rank hold AMT as of Q3 2025.

Cerro Pacific Wealth Advisors reported no remaining American Tower position as of Q3 2025 after selling out during the quarter.
Cerro Pacific Wealth Advisors sold 1,036 American Tower shares in Q3 2025, an estimated $229K.
Cerro Pacific Wealth Advisors first reported a position in American Tower in Q2 2021 and held it in 10 quarters.
Cerro Pacific Wealth Advisors's American Tower position peaked at $792K in Q3 2021.
1,798 funds tracked by Wall St. Rank held American Tower as of Q3 2025.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.