Concord Asset Management (Virginia)’s American Tower AMT Stock Holding History

Concord Asset Management (Virginia)’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	-1,373	Closed	-$303K	–	124
2025 Q2	$303K	Buy	+1,373	New	+$296K	0.05%	171
2023 Q3	–	Sell	-1,993	Closed	-$387K	–	129
2023 Q2	$387K	Buy	1,993 +115	+6%	+$22.5K	0.14%	86
2023 Q1	$384K	Buy	+1,878	New	+$394K	0.16%	71

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 $3.38T AUM 44.17% 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

Concord Asset Management (Virginia)'s AMT Position: Q3 2025 in Review

Concord Asset Management (Virginia) sold out of American Tower (AMT) in Q3 2025, closing a stake of 1,373 shares — an estimated $303K sold.

Concord Asset Management (Virginia) first reported a position in AMT in Q1 2023 and held it in 3 quarters. The position peaked at $387K in Q2 2023. 1,799 funds tracked by Wall St. Rank hold AMT as of Q3 2025.

Concord Asset Management (Virginia) reported no remaining American Tower position as of Q3 2025 after selling out during the quarter.
Concord Asset Management (Virginia) sold 1,373 American Tower shares in Q3 2025, an estimated $303K.
Concord Asset Management (Virginia) first reported a position in American Tower in Q1 2023 and held it in 3 quarters.
Concord Asset Management (Virginia)'s American Tower position peaked at $387K in Q2 2023.
1,799 funds tracked by Wall St. Rank held American Tower as of Q3 2025.

Based on Concord Asset Management (Virginia)'s 13F filing for Q3 2025, filed 5 Nov 2025.