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Cyndeo Wealth Partners’s American Tower AMT Stock Holding History

Cyndeo Wealth Partners’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
Q2 		$239K Sell
1,463
-10
-0.7% -$1.8K 0.01% 469
2026
Q1 		$254K Sell
1,473
-12,676
-90% -$2.28M 0.01% 436
2025
Q4 		$2.48M Buy
14,149
+1,505
+12% +$274K 0.13% 147
2025
Q3 		$2.43M Buy
12,644
+149
+1% +$31K 0.14% 151
2025
Q2 		$2.76M Buy
12,495
+626
+5% +$135K 0.16% 141
2025
Q1 		$2.58M Sell
11,869
-6,547
-36% -$1.28M 0.17% 141
2024
Q4 		$3.38M Buy
18,416
+534
+3% +$111K 0.23% 114
2024
Q3 		$4.16M Buy
17,882
+4,938
+38% +$1.09M 0.29% 96
2024
Q2 		$2.52M Buy
12,944
+1,012
+8% +$189K 0.2% 136
2024
Q1 		$2.36M Sell
11,932
-2,452
-17% -$488K 0.2% 145
2023
Q4 		$3.11M Buy
14,384
+4,476
+45% +$846K 0.29% 102
2023
Q3 		$1.63M Buy
9,908
+365
+4% +$66.7K 0.17% 139
2023
Q2 		$1.85M Buy
9,543
+3,874
+68% +$757K 0.19% 126
2023
Q1 		$1.16M Sell
5,669
-6,481
-53% -$1.36M 0.12% 163
2022
Q4 		$2.57M Buy
+12,150
New +$2.53M 0.3% 110

Other funds holding AMT

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Cyndeo Wealth Partners's AMT Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its American Tower (AMT) stake by 0.68% in Q2 2026, selling an estimated $1.8K and leaving 1,463 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #469.

Cyndeo Wealth Partners first reported a position in AMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.16M in Q3 2024. 351 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Cyndeo Wealth Partners held 1,463 shares of American Tower worth $239K as of Q2 2026.
  • Cyndeo Wealth Partners sold 10 American Tower shares in Q2 2026, an estimated $1.8K.
  • American Tower made up 0.01% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #469 holding.
  • Cyndeo Wealth Partners first reported a position in American Tower in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's American Tower position peaked at $4.16M in Q3 2024.
  • 351 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.