Cherry Tree Wealth Management’s American Tower AMT Stock Holding History

Cherry Tree 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	$6.22K	Hold	38	–	–	﹤0.01%	476
2026 Q2	$6.22K	Sell	38 -13	-25%	-$2.34K	﹤0.01%	483
2026 Q1	$8.8K	Hold	51	–	–	﹤0.01%	439
2025 Q4	$8.96K	Hold	51	–	–	﹤0.01%	434
2025 Q3	$9.8K	Hold	51	–	–	﹤0.01%	412
2025 Q2	$11.3K	Sell	51 -34	-40%	-$7.34K	﹤0.01%	396
2025 Q1	$18.5K	Buy	85 +23	+37%	+$4.51K	﹤0.01%	360
2024 Q4	$11.4K	Hold	62	–	–	﹤0.01%	395
2024 Q3	$14.4K	Hold	62	–	–	﹤0.01%	377
2024 Q2	$12.1K	Hold	62	–	–	﹤0.01%	374
2024 Q1	$12.3K	Hold	62	–	–	﹤0.01%	358
2023 Q4	$13.4K	Hold	62	–	–	﹤0.01%	334
2023 Q3	$10.2K	Hold	62	–	–	﹤0.01%	340
2023 Q2	$12K	Buy	+62	New	+$12.1K	﹤0.01%	325

Other funds holding AMT

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Cherry Tree Wealth Management's AMT Position: Q3 2026 in Review

Cherry Tree Wealth Management held its American Tower (AMT) position steady in Q3 2026 at 38 shares worth $6.22K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Cherry Tree Wealth Management first reported a position in AMT in Q2 2023 and has held it in 14 quarters since. The position peaked at $18.5K in Q1 2025. 586 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

Cherry Tree Wealth Management held 38 shares of American Tower worth $6.22K as of Q3 2026.
Cherry Tree Wealth Management left its American Tower share count unchanged in Q3 2026.
American Tower made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #476 holding.
Cherry Tree Wealth Management first reported a position in American Tower in Q2 2023 and has held it in 14 quarters since.
Cherry Tree Wealth Management's American Tower position peaked at $18.5K in Q1 2025.
586 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.